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 | $886,171 | $172,111+414.9% | $150,298+489.6% | $137,256+545.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 10.51% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $19,240 | $4,636+315.0% | $4,154+363.1% | $4,156+362.9% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $155 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |