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 | $408,284 | $100,792+305.1% | $86,691+371.0% | $134,509+203.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.78% | 29.08%-44.9pp | 35.94%-51.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $24,998 | $3,491+616.2% | $2,837+781.2% | $4,741+427.3% |
| Participant deferral / active EE | $13,916 | $5,339+160.7% | $4,656+198.9% | $6,400+117.4% |
| Admin fee / account holder | $193 | $10,924-98.2% | $7,492-97.4% | $11,427-98.3% |