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 | $338,715 | $100,811+236.0% | $86,698+290.7% | $134,545+151.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -40.73% | 29.11%-69.8pp | 35.96%-76.7pp | 418.37%-459.1pp |
| Employer contribution / active EE | $24,500 | $3,490+602.0% | $2,837+763.6% | $4,742+416.7% |
| Participant deferral / active EE | $8,800 | $5,339+64.8% | $4,656+89.0% | $6,401+37.5% |
| Admin fee / account holder | $138 | $10,926-98.7% | $7,492-98.2% | $11,431-98.8% |