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 | $319,894 | $110,379+189.8% | $102,412+212.4% | $145,884+119.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.52% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,996 | $4,216-28.9% | $3,870-22.6% | $4,662-35.7% |
| Participant deferral / active EE | $20,858 | $5,622+271.0% | $5,060+312.2% | $6,690+211.8% |
| Admin fee / account holder | $167 | $9,745-98.3% | $8,388-98.0% | $13,392-98.8% |