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 | $424,179 | $75,832+459.4% | $147,617+187.4% | $59,633+611.3% |
| Participation rate | 93.5% | 71.6%+22.0pp | 84.6%+8.9pp | 68.7%+24.9pp |
| Annual return | -2.83% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $22,090 | $3,485+533.9% | $5,564+297.0% | $2,203+902.9% |
| Participant deferral / active EE | $17,022 | $3,131+443.7% | $4,895+247.7% | $3,192+433.3% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |