Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $268,418 | $95,917+179.8% | $79,583+237.3% | $134,545+99.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.78% | -2.70%-6.1pp | 0.16%-8.9pp | 418.37%-427.2pp |
| Employer contribution / active EE | $10,800 | $3,129+245.1% | $2,414+347.5% | $4,742+127.8% |
| Participant deferral / active EE | $27,000 | $4,694+475.2% | $3,986+577.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |