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 | $412,264 | $165,399+149.3% | $149,745+175.3% | $158,982+159.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 8.01% | 348.34%-340.3pp | 276.72%-268.7pp | 302.99%-295.0pp |
| Employer contribution / active EE | $2,156 | $5,105-57.8% | $4,646-53.6% | $4,763-54.7% |
| Participant deferral / active EE | $14,517 | $7,183+102.1% | $6,843+112.1% | $5,983+142.6% |
| Admin fee / account holder | $273 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |