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 | $387,327 | $175,257+121.0% | $149,717+158.7% | $139,456+177.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.70% | 166.70%-159.0pp | 134.41%-126.7pp | 373.45%-365.7pp |
| Employer contribution / active EE | $43,221 | $5,477+689.2% | $4,820+796.7% | $4,753+809.4% |
| Participant deferral / active EE | $19,300 | $6,521+196.0% | $5,682+239.7% | $6,711+187.6% |
| Admin fee / account holder | $265 | $16,156-98.4% | $13,213-98.0% | $11,407-97.7% |