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 | $315,538 | $160,040+97.2% | $147,096+114.5% | $145,877+116.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.48% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $3,143 | $5,289-40.6% | $4,936-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $15,000 | $8,429+78.0% | $8,071+85.8% | $6,691+124.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |