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 | $267,685 | $102,938+160.0% | $94,105+184.5% | $138,895+92.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 6.04% | 250.28%-244.2pp | 204.55%-198.5pp | 145.39%-139.4pp |
| Employer contribution / active EE | $3,119 | $2,732+14.2% | $2,504+24.5% | $4,194-25.6% |
| Participant deferral / active EE | $17,713 | $4,196+322.1% | $3,881+356.4% | $6,396+176.9% |
| Admin fee / account holder | $20 | $6,600-99.7% | $6,199-99.7% | $12,562-99.8% |