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 | $256,968 | $77,817+230.2% | $123,553+108.0% | $64,173+300.4% |
| Participation rate | 88.8% | 74.7%+14.0pp | 82.3%+6.5pp | 69.6%+19.2pp |
| Annual return | -6.42% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,489 | $3,014+181.7% | $4,628+83.4% | $2,381+256.6% |
| Participant deferral / active EE | $9,491 | $5,240+81.1% | $6,426+47.7% | $3,470+173.5% |
| Admin fee / account holder | $182 | $5,519-96.7% | $9,284-98.0% | $4,887-96.3% |