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 | $402,035 | $84,518+375.7% | $67,704+493.8% | $125,389+220.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -6.50% | 2.57%-9.1pp | 25.41%-31.9pp | 282.24%-288.7pp |
| Employer contribution / active EE | $53,000 | $3,292+1509.9% | $2,559+1970.8% | $4,866+989.2% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $105 | $5,340-98.0% | $4,255-97.5% | $9,541-98.9% |