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 | $465,955 | $174,379+167.2% | $152,093+206.4% | $138,895+235.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.63% | 74.86%-69.2pp | 66.36%-60.7pp | 145.39%-139.8pp |
| Employer contribution / active EE | $18,721 | $4,652+302.4% | $4,175+348.4% | $4,194+346.4% |
| Participant deferral / active EE | $11,874 | $6,159+92.8% | $5,451+117.8% | $6,396+85.6% |
| Admin fee / account holder | $124 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |