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 | $259,798 | $167,352+55.2% | $143,788+80.7% | $134,509+93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.61% | 0.47%-15.1pp | -0.03%-14.6pp | 418.13%-432.7pp |
| Employer contribution / active EE | $4,568 | $5,620-18.7% | $4,952-7.7% | $4,741-3.6% |
| Participant deferral / active EE | $6,574 | $6,447+2.0% | $5,638+16.6% | $6,400+2.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |