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 | $590,850 | $162,821+262.9% | $133,978+341.0% | $158,982+271.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.74% | 41.95%-39.2pp | 45.10%-42.4pp | 302.99%-300.2pp |
| Employer contribution / active EE | $32,071 | $4,976+544.5% | $3,919+718.4% | $4,763+573.4% |
| Participant deferral / active EE | $26,000 | $5,910+339.9% | $5,047+415.1% | $5,983+334.5% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |