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 | $404,829 | $167,352+141.9% | $143,788+181.5% | $134,509+201.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.04% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $27,922 | $5,620+396.8% | $4,952+463.9% | $4,741+489.0% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $80 | $18,091-99.6% | $14,675-99.5% | $11,427-99.3% |