Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $452,813 | $148,623+204.7% | $135,974+233.0% | $139,466+224.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.90% | 79.30%-70.4pp | 68.30%-59.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $19,000 | $5,246+262.2% | $4,859+291.0% | $4,754+299.7% |
| Participant deferral / active EE | $18,000 | $8,103+122.1% | $7,760+132.0% | $6,712+168.2% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |