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 | $432,043 | $134,817+220.5% | $123,973+248.5% | $155,188+178.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 0.77% | 515.49%-514.7pp | 388.13%-387.4pp | 148.84%-148.1pp |
| Employer contribution / active EE | $22,500 | $4,425+408.5% | $4,126+445.4% | $4,248+429.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $143 | $13,245-98.9% | $11,799-98.8% | $14,480-99.0% |