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 | $285,159 | $176,077+62.0% | $159,455+78.8% | $167,518+70.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.40% | 331.83%-326.4pp | 263.63%-258.2pp | 478.71%-473.3pp |
| Employer contribution / active EE | $2,438 | $5,298-54.0% | $4,830-49.5% | $4,838-49.6% |
| Participant deferral / active EE | $8,360 | $7,751+7.9% | $7,353+13.7% | $6,342+31.8% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |