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 | $374,777 | $87,544+328.1% | $75,784+394.5% | $125,388+198.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.10% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $29,135 | $3,930+641.3% | $3,323+776.7% | $4,866+498.7% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $32 | $6,502-99.5% | $5,300-99.4% | $9,541-99.7% |