Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $393,675 | $138,114+185.0% | $125,391+214.0% | $134,545+192.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -37.14% | 750.88%-788.0pp | 572.41%-609.6pp | 418.37%-455.5pp |
| Employer contribution / active EE | $3,861 | $5,246-26.4% | $4,816-19.8% | $4,742-18.6% |
| Participant deferral / active EE | $17,830 | $7,801+128.6% | $7,448+139.4% | $6,401+178.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |