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 | $311,471 | $86,701+259.2% | $73,309+324.9% | $125,389+148.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.98% | 2.78%-4.8pp | 5.67%-7.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $3,989 | $4,152-3.9% | $3,237+23.2% | $4,866-18.0% |
| Participant deferral / active EE | $13,689 | $5,549+146.7% | $4,991+174.3% | $5,352+155.8% |
| Admin fee / account holder | $131 | $7,768-98.3% | $5,635-97.7% | $9,541-98.6% |