Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $902,577 | $97,732+823.5% | $83,831+976.7% | $135,380+566.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.60% | 1287.56%-1298.2pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $36,000 | $4,222+752.7% | $3,631+891.4% | $4,779+653.3% |
| Participant deferral / active EE | $48,500 | $4,683+935.7% | $4,082+1088.2% | $5,609+764.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |