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 | $500,399 | $94,766+428.0% | $112,923+343.1% | $139,487+258.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.27% | 40.96%-33.7pp | 34.13%-26.9pp | 373.84%-366.6pp |
| Employer contribution / active EE | $18,619 | $4,636+301.6% | $4,570+307.4% | $4,755+291.6% |
| Participant deferral / active EE | $16,703 | $6,523+156.0% | $6,520+156.2% | $6,713+148.8% |
| Admin fee / account holder | $0 | $8,529-100.0% | $7,046-100.0% | $11,407-100.0% |