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 | $501,286 | $167,353+199.5% | $143,797+248.6% | $134,545+272.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.79% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $8,290 | $5,620+47.5% | $4,952+67.4% | $4,742+74.8% |
| Participant deferral / active EE | $11,605 | $6,447+80.0% | $5,638+105.8% | $6,401+81.3% |
| Admin fee / account holder | $13 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |