Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $649,131 | $202,342+220.8% | $172,753+275.8% | $152,909+324.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.25% | 1029.88%-1025.6pp | 803.00%-798.8pp | 345.46%-341.2pp |
| Employer contribution / active EE | $19,938 | $5,857+240.4% | $5,144+287.6% | $4,764+318.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $78 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |