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 | $471,925 | $67,214+602.1% | $61,491+667.5% | $134,545+250.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.92% | -12.08%+2.2pp | -12.98%+3.1pp | 418.37%-428.3pp |
| Employer contribution / active EE | $9,501 | $4,974+91.0% | $4,246+123.8% | $4,742+100.4% |
| Participant deferral / active EE | $26,334 | $6,103+331.5% | $5,188+407.6% | $6,401+311.4% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,431-100.0% |