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 | $336,489 | $131,835+155.2% | $108,582+209.9% | $273,972+22.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | -91.57%+95.5pp | -51.70%+55.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $13,959 | $4,913+184.1% | $3,758+271.4% | $4,869+186.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14 | $10,253-99.9% | $7,645-99.8% | $10,133-99.9% |