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 | $308,107 | $117,859+161.4% | $102,438+200.8% | $145,959+111.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.27% | 31.72%-26.4pp | 29.37%-24.1pp | 561.95%-556.7pp |
| Employer contribution / active EE | $7,000 | $3,615+93.6% | $3,024+131.5% | $4,661+50.2% |
| Participant deferral / active EE | $30,500 | $5,732+432.1% | $5,054+503.5% | $6,689+356.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |