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 | $681,055 | $102,609+563.7% | $98,090+594.3% | $138,895+390.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.03% | 36.44%-24.4pp | 37.05%-25.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $14,375 | $3,867+271.7% | $3,606+298.6% | $4,194+242.7% |
| Participant deferral / active EE | $28,750 | $8,167+252.0% | $7,845+266.5% | $6,396+349.5% |
| Admin fee / account holder | $5 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |