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 | $616,125 | $165,381+272.5% | $149,730+311.5% | $158,966+287.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.60% | 348.29%-344.7pp | 276.70%-273.1pp | 302.95%-299.4pp |
| Employer contribution / active EE | $30,963 | $5,104+506.6% | $4,645+566.6% | $4,762+550.2% |
| Participant deferral / active EE | $17,000 | $7,182+136.7% | $6,843+148.4% | $5,983+184.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |