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 | $569,910 | $109,863+418.7% | $98,477+478.7% | $167,518+240.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.95% | 1958.09%-1952.1pp | 1493.59%-1487.6pp | 478.71%-472.8pp |
| Employer contribution / active EE | $5,995 | $3,225+85.9% | $2,961+102.5% | $4,838+23.9% |
| Participant deferral / active EE | $20,550 | $4,673+339.7% | $4,276+380.5% | $6,342+224.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |