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 | $346,759 | $293,085+18.3% | $293,085+18.3% | $430,769-19.5% |
| Participation rate | 100.0% | 86.7%+13.3pp | 86.7%+13.3pp | 90.6%+9.4pp |
| Annual return | 5.28% | -28.53%+33.8pp | -21.55%+26.8pp | 10.77%-5.5pp |
| Employer contribution / active EE | $7,466 | $6,436+16.0% | $5,774+29.3% | $26,022-71.3% |
| Participant deferral / active EE | $0 | $4,334-100.0% | $3,831-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $5,672-100.0% | $5,672-100.0% | $18,309-100.0% |