Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $425,609 | $209,847+102.8% | $189,520+124.6% | $167,518+154.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.79% | 748.45%-739.7pp | 555.25%-546.5pp | 478.71%-469.9pp |
| Employer contribution / active EE | $26,939 | $6,913+289.7% | $6,161+337.2% | $4,838+456.8% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,342+207.5% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |