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 | $265,517 | $127,387+108.4% | $115,038+130.8% | $125,389+111.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.28% | 31.28%-26.0pp | 26.14%-20.9pp | 282.24%-277.0pp |
| Employer contribution / active EE | $20,500 | $5,166+296.8% | $4,608+344.9% | $4,866+321.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $57 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |