Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $314,065 | $202,342+55.2% | $172,752+81.8% | $152,897+105.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.97% | 1029.83%-1025.9pp | 802.97%-799.0pp | 345.43%-341.5pp |
| Employer contribution / active EE | $11,000 | $5,858+87.8% | $5,144+113.8% | $4,764+130.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $34 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |