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 | $397,048 | $183,516+116.4% | $155,534+155.3% | $145,884+172.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.85% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,675-45.6% | $4,662-45.4% |
| Participant deferral / active EE | $2,217 | $6,467-65.7% | $5,630-60.6% | $6,690-66.9% |
| Admin fee / account holder | $41 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |