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 | $339,338 | $129,959+161.1% | $104,301+225.3% | $134,509+152.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 3.98% | 42.04%-38.1pp | 24.61%-20.6pp | 418.13%-414.2pp |
| Employer contribution / active EE | $4,535 | $4,185+8.4% | $3,373+34.5% | $4,741-4.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |