Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $255,633 | $52,580+386.2% | $71,671+256.7% | $70,126+264.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 9.95% | 20.25%-10.3pp | 20.65%-10.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $11,765 | $1,616+628.1% | $2,460+378.3% | $2,343+402.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $58 | $3,653-98.4% | $5,558-99.0% | $4,645-98.8% |