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 | $527,102 | $87,546+502.1% | $75,784+595.5% | $125,389+320.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.80% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $11,366 | $3,930+189.2% | $3,323+242.0% | $4,866+133.6% |
| Participant deferral / active EE | $9,764 | $4,230+130.8% | $3,652+167.4% | $5,352+82.4% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |