Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $530,852 | $138,078+284.5% | $125,363+323.5% | $134,509+294.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -24.17% | 750.49%-774.7pp | 572.15%-596.3pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,702 | $5,245-67.6% | $4,815-64.7% | $4,741-64.1% |
| Participant deferral / active EE | $4,033 | $7,800-48.3% | $7,447-45.8% | $6,400-37.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |