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 | $635,487 | $154,754+310.6% | $124,206+411.6% | $138,895+357.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | -83.03% | 709.28%-792.3pp | 515.27%-598.3pp | 145.39%-228.4pp |
| Employer contribution / active EE | $1,257 | $4,446-71.7% | $3,540-64.5% | $4,194-70.0% |
| Participant deferral / active EE | $1,493 | $4,621-67.7% | $3,968-62.4% | $6,396-76.7% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |