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 | $290,381 | $138,312+109.9% | $122,979+136.1% | $155,188+87.1% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 5.20% | 22.06%-16.9pp | 20.12%-14.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $3,834 | $3,530+8.6% | $3,062+25.2% | $4,248-9.7% |
| Participant deferral / active EE | $7,668 | $5,592+37.1% | $5,003+53.3% | $6,531+17.4% |
| Admin fee / account holder | $4 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |