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 | $522,455 | $138,076+278.4% | $123,553+322.9% | $135,380+285.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.38% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,000 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $21,513 | $6,800+216.4% | $6,426+234.8% | $5,609+283.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |