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 | $518,729 | $138,075+275.7% | $123,552+319.8% | $135,379+283.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.25% | 153.70%-165.9pp | 119.20%-131.5pp | 519.79%-532.0pp |
| Employer contribution / active EE | $2,244 | $5,152-56.4% | $4,628-51.5% | $4,779-53.0% |
| Participant deferral / active EE | $9,493 | $6,800+39.6% | $6,426+47.7% | $5,609+69.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |