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 | $307,310 | $183,516+67.5% | $155,534+97.6% | $145,884+110.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.19% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $10,100 | $5,315+90.0% | $4,675+116.1% | $4,662+116.6% |
| Participant deferral / active EE | $6,000 | $6,467-7.2% | $5,630+6.6% | $6,690-10.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |