Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $360,439 | $107,941+233.9% | $91,994+291.8% | $152,897+135.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 8.25% | 89.28%-81.0pp | 69.04%-60.8pp | 345.43%-337.2pp |
| Employer contribution / active EE | $6,112 | $4,212+45.1% | $3,453+77.0% | $4,764+28.3% |
| Participant deferral / active EE | $3,810 | $6,366-40.1% | $5,924-35.7% | $5,851-34.9% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |