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 | $504,608 | $138,102+265.4% | $125,381+302.5% | $134,532+275.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.50% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $15,915 | $5,245+203.4% | $4,815+230.5% | $4,741+235.7% |
| Participant deferral / active EE | $6,400 | $7,801-18.0% | $7,448-14.1% | $6,4010% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |