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 | $351,704 | $167,533+109.9% | $151,645+131.9% | $134,545+161.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.34% | 7.81%-26.2pp | 3.34%-21.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,067 | $6,828-69.7% | $6,165-66.5% | $4,742-56.4% |
| Participant deferral / active EE | $6,973 | $8,985-22.4% | $8,363-16.6% | $6,401+8.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |