Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $294,322 | $155,555+89.2% | $146,866+100.4% | $155,188+89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.34% | 115.41%-112.1pp | 102.85%-99.5pp | 148.84%-145.5pp |
| Employer contribution / active EE | $23,000 | $4,647+395.0% | $4,425+419.8% | $4,248+441.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $72 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |