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 | $286,060 | $176,688+61.9% | $130,660+118.9% | $152,897+87.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -0.83% | 2693.08%-2693.9pp | 1709.29%-1710.1pp | 345.43%-346.3pp |
| Employer contribution / active EE | $11,833 | $5,743+106.0% | $4,092+189.2% | $4,764+148.4% |
| Participant deferral / active EE | $8,167 | $4,362+87.2% | $3,603+126.7% | $5,851+39.6% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |