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 | $475,791 | $176,105+170.2% | $159,474+198.4% | $167,536+184.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.94% | 331.91%-337.9pp | 263.68%-269.6pp | 478.82%-484.8pp |
| Employer contribution / active EE | $3,922 | $5,299-26.0% | $4,831-18.8% | $4,839-19.0% |
| Participant deferral / active EE | $13,619 | $7,751+75.7% | $7,353+85.2% | $6,342+114.7% |
| Admin fee / account holder | $44 | $12,559-99.7% | $10,802-99.6% | $12,315-99.6% |