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 | $266,394 | $101,063+163.6% | $81,473+227.0% | $147,586+80.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -47.16% | 32.41%-79.6pp | 38.78%-85.9pp | 578.59%-625.8pp |
| Employer contribution / active EE | $11,881 | $3,206+270.6% | $2,568+362.7% | $4,876+143.6% |
| Participant deferral / active EE | $13,467 | $4,242+217.4% | $3,537+280.7% | $5,439+147.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |