Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $329,595 | $110,337+198.7% | $102,383+221.9% | $145,877+125.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $10,350 | $4,216+145.5% | $3,870+167.4% | $4,663+122.0% |
| Participant deferral / active EE | $27,900 | $5,621+396.4% | $5,060+451.4% | $6,691+317.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |