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 | $755,096 | $148,582+408.2% | $135,942+455.5% | $139,456+441.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.09% | 79.26%-68.2pp | 68.28%-57.2pp | 373.45%-362.4pp |
| Employer contribution / active EE | $21,830 | $5,245+316.2% | $4,858+349.4% | $4,753+359.3% |
| Participant deferral / active EE | $20,000 | $8,101+146.9% | $7,759+157.8% | $6,711+198.0% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |