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 | $379,867 | $226,135+68.0% | $182,558+108.1% | $152,909+148.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.68% | 192.60%-189.9pp | 148.59%-145.9pp | 345.46%-342.8pp |
| Employer contribution / active EE | $8,400 | $4,979+68.7% | $4,076+106.1% | $4,764+76.3% |
| Participant deferral / active EE | $12,500 | $6,371+96.2% | $5,526+126.2% | $5,851+113.6% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |