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 | $377,078 | $103,038+266.0% | $90,324+317.5% | $152,909+146.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.12% | 95.25%-89.1pp | 78.15%-72.0pp | 345.46%-339.3pp |
| Employer contribution / active EE | $21,696 | $3,141+590.8% | $2,856+659.7% | $4,764+355.4% |
| Participant deferral / active EE | $12,500 | $4,282+191.9% | $3,885+221.7% | $5,851+113.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |