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 | $411,603 | $197,637+108.3% | $177,848+131.4% | $158,982+158.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -8.15% | 58.77%-66.9pp | 48.33%-56.5pp | 302.99%-311.1pp |
| Employer contribution / active EE | $37,000 | $6,698+452.4% | $5,919+525.1% | $4,763+676.9% |
| Participant deferral / active EE | $25,000 | $8,405+197.4% | $7,714+224.1% | $5,983+317.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |