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 | $346,269 | $101,798+240.2% | $165,071+109.8% | $80,935+327.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.68% | 16.73%+1.0pp | 70.17%-52.5pp | 35.66%-18.0pp |
| Employer contribution / active EE | $15,931 | $2,954+439.2% | $4,347+266.4% | $2,757+477.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |