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 | $552,355 | $90,600+509.7% | $79,464+595.1% | $135,377+308.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.58% | 977.43%-988.0pp | 718.14%-728.7pp | 519.75%-530.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,481 | $4,050+504.4% | $3,704+561.0% | $5,609+336.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,828-100.0% |