Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $811,732 | $100,970+703.9% | $96,576+740.5% | $137,256+491.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.66% | 38.16%-30.5pp | 38.47%-30.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $11,625 | $3,809+205.2% | $3,553+227.2% | $4,156+179.7% |
| Participant deferral / active EE | $5,875 | $8,286-29.1% | $7,956-26.2% | $6,407-8.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |