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 | $362,626 | $211,946+71.1% | $169,452+114.0% | $135,380+167.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.52% | 3.26%-12.8pp | 1.83%-11.4pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,640 | $5,117-67.9% | $4,157-60.5% | $4,779-65.7% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |