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 | $272,112 | $138,075+97.1% | $123,552+120.2% | $135,379+101.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.36% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $11,811 | $5,152+129.3% | $4,628+155.2% | $4,779+147.1% |
| Participant deferral / active EE | $7,092 | $6,800+4.3% | $6,426+10.4% | $5,609+26.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |