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 | $430,456 | $85,024+406.3% | $70,544+510.2% | $139,466+208.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 10.96% | 30.39%-19.4pp | 32.79%-21.8pp | 373.66%-362.7pp |
| Employer contribution / active EE | $20,729 | $3,912+429.9% | $2,976+596.6% | $4,754+336.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |