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 | $468,400 | $226,046+107.2% | $182,508+156.6% | $152,870+206.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.11% | 192.52%-192.4pp | 148.54%-148.4pp | 345.34%-345.2pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15 | $10,704-99.9% | $8,592-99.8% | $11,597-99.9% |