Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $739,140 | $74,616+890.6% | $90,440+717.3% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | -0.73% | 7.61%-8.3pp | 1294.38%-1295.1pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,263-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,964-100.0% | - |
| Admin fee / account holder | $0 | $4,675-100.0% | $5,615-100.0% | - |