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 | $604,653 | $156,398+286.6% | $147,318+310.4% | $138,895+335.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -22.61% | 78.75%-101.4pp | 70.43%-93.0pp | 145.39%-168.0pp |
| Employer contribution / active EE | $1,414 | $4,853-70.9% | $4,593-69.2% | $4,194-66.3% |
| Participant deferral / active EE | $8,304 | $8,237+0.8% | $7,906+5.0% | $6,396+29.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |