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 | $493,658 | $158,852+210.8% | $121,220+307.2% | $135,379+264.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.39% | -0.64%-8.8pp | 16.94%-26.3pp | 519.79%-529.2pp |
| Employer contribution / active EE | $5,224 | $5,666-7.8% | $4,023+29.9% | $4,779+9.3% |
| Participant deferral / active EE | $6,125 | $4,006+52.9% | $3,345+83.1% | $5,609+9.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |