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 | $607,926 | $135,956+347.1% | $123,894+390.7% | $273,972+121.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.11% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $28,102 | $5,170+443.6% | $4,617+508.7% | $4,869+477.2% |
| Participant deferral / active EE | $19,200 | $6,343+202.7% | $5,984+220.8% | $5,287+263.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |