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 | $340,013 | $123,155+176.1% | $108,753+212.6% | $155,188+119.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.87% | 44.73%-27.9pp | 37.47%-20.6pp | 148.84%-132.0pp |
| Employer contribution / active EE | $13,173 | $2,811+368.6% | $2,427+442.8% | $4,248+210.1% |
| Participant deferral / active EE | $11,750 | $4,623+154.2% | $4,115+185.6% | $6,531+79.9% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,320-99.9% | $14,480-100.0% |