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 | $350,928 | $158,852+120.9% | $121,220+189.5% | $135,380+159.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.92% | -0.64%-9.3pp | 16.94%-26.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $20,934 | $5,666+269.5% | $4,023+420.4% | $4,779+338.1% |
| Participant deferral / active EE | $15,030 | $4,006+275.2% | $3,345+349.3% | $5,609+168.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |