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 | $413,713 | $106,008+290.3% | $92,240+348.5% | $147,586+180.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.49% | 50.05%-46.6pp | 176.29%-172.8pp | 578.59%-575.1pp |
| Employer contribution / active EE | $41,892 | $4,333+866.7% | $3,680+1038.5% | $4,876+759.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |