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 | $280,528 | $405,731-30.9% | $96,773+189.9% | $405,731-30.9% |
| Participation rate | 100.0% | 91.9%+8.1pp | 78.9%+21.1pp | 91.9%+8.1pp |
| Annual return | 0.00% | 4.30%-4.3pp | -7.74%+7.7pp | 4.30%-4.3pp |
| Employer contribution / active EE | $21,167 | $26,636-20.5% | $16,446+28.7% | $26,636-20.5% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $1,447-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $1,547-100.0% | $12,997-100.0% |