Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $337,197 | $157,304+114.4% | $141,197+138.8% | $152,909+120.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.30% | 64.34%-50.0pp | 71.41%-57.1pp | 345.46%-331.2pp |
| Employer contribution / active EE | $28,000 | $5,263+432.1% | $4,736+491.2% | $4,764+487.8% |
| Participant deferral / active EE | $24,000 | $7,111+237.5% | $6,710+257.7% | $5,851+310.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |