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 | $299,207 | $152,619+96.0% | $125,195+139.0% | $152,909+95.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.39% | 54.85%-54.5pp | 43.79%-43.4pp | 345.46%-345.1pp |
| Employer contribution / active EE | $12,913 | $4,947+161.0% | $3,866+234.0% | $4,764+171.1% |
| Participant deferral / active EE | $3,571 | $5,869-39.1% | $4,937-27.7% | $5,851-39.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |