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 | $948,538 | $142,405+566.1% | $115,157+723.7% | $152,870+520.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.41% | 41.48%-38.1pp | 35.60%-32.2pp | 345.34%-341.9pp |
| Employer contribution / active EE | $37,000 | $4,010+822.7% | $3,179+1064.0% | $4,763+676.9% |
| Participant deferral / active EE | $19,000 | $5,164+267.9% | $4,168+355.8% | $5,850+224.8% |
| Admin fee / account holder | $50 | $8,462-99.4% | $7,088-99.3% | $11,597-99.6% |