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 | $264,621 | $103,038+156.8% | $90,324+193.0% | $152,909+73.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.44% | 95.25%-89.8pp | 78.15%-72.7pp | 345.46%-340.0pp |
| Employer contribution / active EE | $5,308 | $3,141+69.0% | $2,856+85.9% | $4,764+11.4% |
| Participant deferral / active EE | $1,679 | $4,282-60.8% | $3,885-56.8% | $5,851-71.3% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |