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 | $524,316 | $114,119+359.4% | $107,187+389.2% | $138,895+277.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 5.69% | 273.21%-267.5pp | 204.55%-198.9pp | 145.39%-139.7pp |
| Employer contribution / active EE | $18,000 | $4,059+343.5% | $3,782+375.9% | $4,194+329.2% |
| Participant deferral / active EE | $31,000 | $5,538+459.8% | $5,096+508.3% | $6,396+384.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |