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 | $343,573 | $140,578+144.4% | $100,671+241.3% | $125,389+174.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.46% | 24.67%-26.1pp | 20.43%-21.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $16,975 | $5,965+184.6% | $4,012+323.1% | $4,866+248.8% |
| Participant deferral / active EE | $9,525 | $3,981+139.2% | $3,144+203.0% | $5,352+78.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |