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 | $340,542 | $97,020+251.0% | $83,322+308.7% | $135,379+151.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.28% | 12.31%-19.6pp | 10.64%-17.9pp | 519.79%-527.1pp |
| Employer contribution / active EE | $10,314 | $4,144+148.9% | $3,379+205.2% | $4,779+115.8% |
| Participant deferral / active EE | $17,064 | $5,964+186.1% | $5,565+206.6% | $5,609+204.2% |
| Admin fee / account holder | $103 | $8,426-98.8% | $7,540-98.6% | $10,828-99.1% |