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 | $261,243 | $69,248+277.3% | $64,101+307.6% | $139,466+87.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.30% | 45.95%-41.7pp | 33.72%-29.4pp | 373.66%-369.4pp |
| Employer contribution / active EE | $4,080 | $3,185+28.1% | $2,749+48.4% | $4,754-14.2% |
| Participant deferral / active EE | $11,250 | $4,682+140.3% | $3,881+189.9% | $6,712+67.6% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |