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 | $255,238 | $150,445+69.7% | $136,297+87.3% | $147,585+72.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.82% | 1049.14%-1040.3pp | 5156.16%-5147.3pp | 578.57%-569.8pp |
| Employer contribution / active EE | $2,717 | $5,256-48.3% | $4,696-42.1% | $4,876-44.3% |
| Participant deferral / active EE | $12,347 | $6,631+86.2% | $6,247+97.6% | $5,439+127.0% |
| Admin fee / account holder | $36 | $10,906-99.7% | $9,244-99.6% | $10,885-99.7% |