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 | $1,375,046 | $162,136+748.1% | $152,301+802.8% | $154,746+788.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.10% | 91.02%-82.9pp | 80.50%-72.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $30,000 | $8,341+259.7% | $8,004+274.8% | $6,730+345.7% |
| Admin fee / account holder | $106 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |