Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $489,826 | $185,905+163.5% | $170,057+188.0% | $139,487+251.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.47% | 60.56%-52.1pp | 53.42%-44.9pp | 373.84%-365.4pp |
| Employer contribution / active EE | $14,700 | $7,597+93.5% | $6,790+116.5% | $4,755+209.2% |
| Participant deferral / active EE | $15,000 | $11,627+29.0% | $10,411+44.1% | $6,713+123.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |