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 | $917,034 | $179,444+411.0% | $199,883+358.8% | - |
| Participation rate | 0.0% | 59.5%-59.5pp | 86.8%-86.8pp | - |
| Annual return | 4.01% | 15.96%-12.0pp | 43.81%-39.8pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $6,261-100.0% | - |
| Participant deferral / active EE | $0 | $3,588-100.0% | $9,138-100.0% | - |
| Admin fee / account holder | $0 | $21,474-100.0% | $17,268-100.0% | - |