Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $696,168 | $167,352+316.0% | $143,788+384.2% | $134,509+417.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.71% | 0.47%-7.2pp | -0.03%-6.7pp | 418.13%-424.8pp |
| Employer contribution / active EE | $4,598 | $5,620-18.2% | $4,952-7.1% | $4,741-3.0% |
| Participant deferral / active EE | $13,000 | $6,447+101.6% | $5,638+130.6% | $6,400+103.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |