Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $989,457 | $176,786+459.7% | $146,643+574.7% | $167,536+490.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.98% | 24.04%-22.1pp | 22.75%-20.8pp | 478.82%-476.8pp |
| Employer contribution / active EE | $33,050 | $5,161+540.4% | $4,137+698.9% | $4,839+583.0% |
| Participant deferral / active EE | $13,000 | $6,440+101.9% | $5,506+136.1% | $6,342+105.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |