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 | $2,075,565 | $209,336+891.5% | $197,124+952.9% | $137,256+1412.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.34% | 48.09%-45.8pp | 44.34%-42.0pp | 220.34%-218.0pp |
| Employer contribution / active EE | $8,333 | $6,591+26.4% | $6,227+33.8% | $4,156+100.5% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |