Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,020,570 | $96,388+958.8% | $80,627+1165.8% | $139,466+631.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.45% | 1352.08%-1342.6pp | 936.76%-927.3pp | 373.66%-364.2pp |
| Employer contribution / active EE | $41,372 | $3,260+1169.2% | $2,723+1419.6% | $4,754+770.3% |
| Participant deferral / active EE | $30,000 | $5,224+474.2% | $4,443+575.2% | $6,712+347.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |