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 | $679,499 | $201,344+237.5% | $184,243+268.8% | $145,877+365.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.26% | 29.01%-23.7pp | 28.82%-23.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $10,000 | $7,022+42.4% | $6,427+55.6% | $4,663+114.5% |
| Participant deferral / active EE | $30,500 | $9,807+211.0% | $9,132+234.0% | $6,691+355.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |