Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $280,684 | $183,539+52.9% | $155,556+80.4% | $145,897+92.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.53% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $10,032 | $5,315+88.7% | $4,675+114.6% | $4,663+115.2% |
| Participant deferral / active EE | $6,028 | $6,467-6.8% | $5,631+7.1% | $6,689-9.9% |
| Admin fee / account holder | $2 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |