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 | $361,361 | $152,651+136.7% | $105,218+243.4% | $125,389+188.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.39% | 8.24%-9.6pp | 5.33%-6.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $15,660 | $4,802+226.1% | $3,255+381.1% | $4,866+221.8% |
| Participant deferral / active EE | $16,836 | $6,660+152.8% | $4,867+245.9% | $5,352+214.6% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |