Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $266,133 | $93,098+185.9% | $77,081+245.3% | $134,509+97.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.34% | 62.63%-88.0pp | 42.33%-67.7pp | 418.13%-443.5pp |
| Employer contribution / active EE | $34,167 | $3,419+899.3% | $2,813+1114.4% | $4,741+620.7% |
| Participant deferral / active EE | $22,667 | $5,239+332.6% | $4,428+411.9% | $6,400+254.1% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |