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 | $254,059 | $97,020+161.9% | $83,327+204.9% | $135,380+87.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.49% | 12.31%-19.8pp | 10.64%-18.1pp | 519.81%-527.3pp |
| Employer contribution / active EE | $16,200 | $4,144+291.0% | $3,379+379.5% | $4,779+239.0% |
| Participant deferral / active EE | $15,375 | $5,964+157.8% | $5,565+176.3% | $5,609+174.1% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |