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 | $301,496 | $72,446+316.2% | $67,561+346.3% | $145,877+106.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.88% | 7211.98%-7209.1pp | 3525.44%-3522.6pp | 551.28%-548.4pp |
| Employer contribution / active EE | $30,762 | $3,072+901.3% | $2,735+1024.8% | $4,663+559.7% |
| Participant deferral / active EE | $16,889 | $4,785+253.0% | $4,003+321.9% | $6,691+152.4% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |