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 | $295,233 | $156,398+88.8% | $147,318+100.4% | $138,895+112.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.41% | 78.75%-69.3pp | 70.43%-61.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $25,686 | $4,853+429.2% | $4,593+459.3% | $4,194+512.4% |
| Participant deferral / active EE | $20,235 | $8,237+145.6% | $7,906+155.9% | $6,396+216.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |