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 | $381,824 | $158,852+140.4% | $121,220+215.0% | $135,380+182.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.91% | -0.64%-6.3pp | 16.94%-23.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $10,703 | $5,666+88.9% | $4,023+166.1% | $4,779+124.0% |
| Participant deferral / active EE | $18,132 | $4,006+352.7% | $3,345+442.0% | $5,609+223.3% |
| Admin fee / account holder | $55 | $6,515-99.2% | $5,021-98.9% | $10,828-99.5% |