Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $313,394 | $117,444+166.8% | $99,479+215.0% | $152,909+105.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 3.73% | 31.87%-28.1pp | 30.72%-27.0pp | 345.46%-341.7pp |
| Employer contribution / active EE | $4,260 | $3,014+41.4% | $2,540+67.7% | $4,764-10.6% |
| Participant deferral / active EE | $25,000 | $4,086+511.8% | $3,619+590.8% | $5,851+327.3% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |