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 | $788,592 | $115,814+580.9% | $101,275+678.7% | $158,982+396.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.48% | 56.16%-52.7pp | 46.48%-43.0pp | 302.99%-299.5pp |
| Employer contribution / active EE | $20,412 | $4,176+388.8% | $3,660+457.7% | $4,763+328.6% |
| Participant deferral / active EE | $13,725 | $4,958+176.8% | $4,371+214.0% | $5,983+129.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |