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 | $291,261 | $90,486+221.9% | $78,676+270.2% | $273,972+6.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.10% | 75.62%-75.5pp | 62.19%-62.1pp | 41.46%-41.4pp |
| Employer contribution / active EE | $27,960 | $3,175+780.6% | $2,850+881.0% | $4,869+474.3% |
| Participant deferral / active EE | $18,000 | $3,901+361.4% | $3,517+411.8% | $5,287+240.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |