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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $441,736 | $114,237+286.7% | $119,258+270.4% | $167,518+163.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.94% | 29.87%-13.9pp | 30.69%-14.8pp | 478.71%-462.8pp |
| Employer contribution / active EE | $7,531 | $4,481+68.1% | $4,384+71.8% | $4,838+55.7% |
| Participant deferral / active EE | $13,074 | $6,084+114.9% | $6,111+113.9% | $6,342+106.2% |
| Admin fee / account holder | $7 | $8,932-99.9% | $7,226-99.9% | $12,312-99.9% |