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 | $111,814+194.8% | $103,374+218.8% | $145,959+125.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 24.77%-14.5pp | 24.89%-14.7pp | 561.95%-551.7pp |
| Employer contribution / active EE | $10,350 | $4,214+145.6% | $3,869+167.5% | $4,661+122.1% |
| Participant deferral / active EE | $27,900 | $5,618+396.6% | $5,058+451.6% | $6,689+317.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |