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 | $719,424 | $185,312+288.2% | $161,489+345.5% | $154,746+364.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.24% | 103.84%-94.6pp | 89.72%-80.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $9,800 | $4,769+105.5% | $4,268+129.6% | $4,379+123.8% |
| Participant deferral / active EE | $7,194 | $6,350+13.3% | $5,630+27.8% | $6,730+6.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |