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 | $285,980 | $154,228+85.4% | $145,433+96.6% | $137,256+108.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.36% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,534 | $4,804-26.4% | $4,554-22.4% | $4,156-15.0% |
| Participant deferral / active EE | $14,090 | $8,216+71.5% | $7,897+78.4% | $6,407+119.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |