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 | $3,409,687 | $165,351+1962.1% | $149,710+2177.5% | $158,931+2045.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.17% | 348.19%-341.0pp | 276.63%-269.5pp | 302.86%-295.7pp |
| Employer contribution / active EE | $25,000 | $5,103+389.9% | $4,645+438.3% | $4,761+425.1% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |