Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $260,976 | $100,805+158.9% | $86,698+201.0% | $134,532+94.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.51% | 29.09%-53.6pp | 35.95%-60.5pp | 418.27%-442.8pp |
| Employer contribution / active EE | $12,241 | $3,490+250.7% | $2,837+331.5% | $4,741+158.2% |
| Participant deferral / active EE | $8,677 | $5,339+62.5% | $4,656+86.4% | $6,401+35.6% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |