Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $398,192 | $183,539+117.0% | $155,556+156.0% | $145,897+172.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $26,783 | $5,315+403.9% | $4,675+472.8% | $4,663+474.4% |
| Participant deferral / active EE | $15,494 | $6,467+139.6% | $5,631+175.2% | $6,689+131.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |