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 | $684,012 | $135,956+403.1% | $123,894+452.1% | $273,972+149.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.49% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $17,496 | $5,170+238.4% | $4,617+279.0% | $4,869+259.4% |
| Participant deferral / active EE | $13,768 | $6,343+117.1% | $5,984+130.1% | $5,287+160.4% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |