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 | $510,211 | $105,867+381.9% | $90,760+462.2% | $134,532+279.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.47% | -10.99%-11.5pp | -12.16%-10.3pp | 418.27%-440.7pp |
| Employer contribution / active EE | $16,981 | $3,464+390.3% | $2,922+481.2% | $4,741+258.2% |
| Participant deferral / active EE | $13,360 | $5,217+156.1% | $4,565+192.7% | $6,401+108.7% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |