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 | $332,957 | $176,794+88.3% | $146,647+127.0% | $167,553+98.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.61% | 24.04%-21.4pp | 22.75%-20.1pp | 478.89%-476.3pp |
| Employer contribution / active EE | $18,497 | $5,161+258.4% | $4,137+347.1% | $4,840+282.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $45 | $13,262-99.7% | $10,281-99.6% | $12,316-99.6% |