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 | $651,558 | $185,883+250.5% | $170,043+283.2% | $139,466+367.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.40% | 60.54%-52.1pp | 53.40%-45.0pp | 373.66%-365.3pp |
| Employer contribution / active EE | $5,000 | $7,596-34.2% | $6,790-26.4% | $4,754+5.2% |
| Participant deferral / active EE | $20,000 | $11,626+72.0% | $10,410+92.1% | $6,712+198.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |