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 | $935,489 | $201,344+364.6% | $184,243+407.7% | $145,877+541.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.29% | 29.01%-19.7pp | 28.82%-19.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $4,278 | $7,022-39.1% | $6,427-33.4% | $4,663-8.3% |
| Participant deferral / active EE | $16,600 | $9,807+69.3% | $9,132+81.8% | $6,691+148.1% |
| Admin fee / account holder | $172 | $16,382-99.0% | $13,914-98.8% | $13,402-98.7% |