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 | $375,222 | $282,363+32.9% | $379,605-1.2% | $282,363+32.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 73.8%+26.2pp | 81.3%+18.7pp |
| Annual return | 0.35% | 12.99%-12.6pp | 12.31%-12.0pp | 12.99%-12.6pp |
| Employer contribution / active EE | $0 | $11,682-100.0% | $20,652-100.0% | $11,682-100.0% |
| Participant deferral / active EE | $0 | $6,051-100.0% | $15,215-100.0% | $6,051-100.0% |
| Admin fee / account holder | $0 | $27,645-100.0% | $4,508-100.0% | $27,645-100.0% |