Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $320,639 | $534,210-40.0% | $265,536+20.8% | $534,210-40.0% |
| Participation rate | 100.0% | 89.6%+10.4pp | 100.0%0pp | 89.6%+10.4pp |
| Annual return | 2.35% | 10.40%-8.0pp | -3.58%+5.9pp | 10.40%-8.0pp |
| Employer contribution / active EE | $0 | $19,440-100.0% | $12,688-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $1,669-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $11,004-100.0% | $14,821-100.0% |