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 | $478,671 | $87,166+449.2% | $76,735+523.8% | $137,256+248.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 6.68% | 26.50%-19.8pp | 29.77%-23.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $14,835 | $2,904+410.8% | $2,454+504.5% | $4,156+256.9% |
| Participant deferral / active EE | $19,526 | $4,726+313.1% | $4,088+377.6% | $6,407+204.8% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |