Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $293,701 | $139,948+109.9% | $121,663+141.4% | $154,746+89.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 2.99% | 230.52%-227.5pp | 147.54%-144.6pp | 172.34%-169.4pp |
| Employer contribution / active EE | $3,640 | $3,521+3.4% | $3,020+20.5% | $4,379-16.9% |
| Participant deferral / active EE | $14,193 | $5,629+152.1% | $4,887+190.4% | $6,730+110.9% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |