Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $274,259 | $167,353+63.9% | $143,797+90.7% | $134,545+103.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -12.46% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $3,829 | $5,620-31.9% | $4,952-22.7% | $4,742-19.2% |
| Participant deferral / active EE | $8,042 | $6,447+24.7% | $5,638+42.6% | $6,401+25.6% |
| Admin fee / account holder | $214 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |