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 | $331,379 | $150,445+120.3% | $136,297+143.1% | $147,585+124.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -6.43% | 1049.14%-1055.6pp | 5156.16%-5162.6pp | 578.57%-585.0pp |
| Employer contribution / active EE | $10,000 | $5,256+90.3% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $10,906-99.6% | $9,244-99.6% | $10,885-99.6% |