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 | $454,440 | $167,352+171.5% | $143,788+216.0% | $134,509+237.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.92% | 0.47%-26.4pp | -0.03%-25.9pp | 418.13%-444.1pp |
| Employer contribution / active EE | $3,443 | $5,620-38.7% | $4,952-30.5% | $4,741-27.4% |
| Participant deferral / active EE | $7,736 | $6,447+20.0% | $5,638+37.2% | $6,400+20.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |