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 | $298,385 | $138,102+116.1% | $125,381+138.0% | $134,532+121.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.39% | 750.73%-775.1pp | 572.31%-596.7pp | 418.27%-442.7pp |
| Employer contribution / active EE | $3,800 | $5,245-27.6% | $4,815-21.1% | $4,741-19.8% |
| Participant deferral / active EE | $9,819 | $7,801+25.9% | $7,448+31.8% | $6,401+53.4% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |