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 | $568,681 | $157,304+261.5% | $141,197+302.8% | $152,909+271.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.55% | 64.34%-54.8pp | 71.41%-61.9pp | 345.46%-335.9pp |
| Employer contribution / active EE | $27,175 | $5,263+416.4% | $4,736+473.8% | $4,764+470.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |