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 | $212,386+40.3% | $199,883+49.1% | $138,895+114.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -7.61% | 47.75%-55.4pp | 43.81%-51.4pp | 145.39%-153.0pp |
| Employer contribution / active EE | $31,250 | $6,625+371.7% | $6,261+399.1% | $4,194+645.1% |
| Participant deferral / active EE | $23,500 | $9,617+144.4% | $9,138+157.2% | $6,396+267.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |