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 | $481,571 | $90,691+431.0% | $76,119+532.7% | $145,884+230.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -7.99% | 624.52%-632.5pp | 361.25%-369.2pp | 551.85%-559.8pp |
| Employer contribution / active EE | $1,075 | $3,329-67.7% | $2,693-60.1% | $4,662-76.9% |
| Participant deferral / active EE | $1,480 | $5,167-71.4% | $4,259-65.3% | $6,690-77.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |