Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $378,127 | $167,522+125.7% | $151,639+149.4% | $134,532+181.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.00% | 7.81%-20.8pp | 3.34%-16.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $18,135 | $6,828+165.6% | $6,165+194.2% | $4,741+282.5% |
| Participant deferral / active EE | $10,719 | $8,986+19.3% | $8,363+28.2% | $6,401+67.5% |
| Admin fee / account holder | $45 | $13,780-99.7% | $11,613-99.6% | $11,429-99.6% |