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 | $298,081 | $227,291+31.1% | $214,702+38.8% | $155,188+92.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -7.61% | 60.08%-67.7pp | 54.55%-62.2pp | 148.84%-156.5pp |
| Employer contribution / active EE | $31,250 | $6,772+361.5% | $6,461+383.7% | $4,248+635.7% |
| Participant deferral / active EE | $23,500 | $9,582+145.3% | $9,147+156.9% | $6,531+259.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |