Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,043,788 | $172,111+1087.5% | $150,298+1259.8% | $137,256+1389.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.64% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.7pp |
| Employer contribution / active EE | $17,184 | $4,636+270.6% | $4,154+313.7% | $4,156+313.5% |
| Participant deferral / active EE | $15,000 | $6,166+143.3% | $5,453+175.1% | $6,407+134.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |