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 | $265,188 | $86,701+205.9% | $73,309+261.7% | $125,389+111.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.90% | 2.78%-1.9pp | 5.67%-4.8pp | 282.24%-281.3pp |
| Employer contribution / active EE | $21,060 | $4,152+407.2% | $3,237+550.5% | $4,866+332.8% |
| Participant deferral / active EE | $14,559 | $5,549+162.4% | $4,991+191.7% | $5,352+172.1% |
| Admin fee / account holder | $28 | $7,768-99.6% | $5,635-99.5% | $9,541-99.7% |