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 | $317,601 | $178,174+78.3% | $156,181+103.4% | $137,256+131.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.75% | 84.19%-78.4pp | 64.87%-59.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,360 | $4,972-72.6% | $4,294-68.3% | $4,156-67.3% |
| Participant deferral / active EE | $6,400 | $6,888-7.1% | $6,132+4.4% | $6,407-0.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |