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 | $299,808 | $92,219+225.1% | $76,767+290.5% | $135,380+121.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.93% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $4,482 | $3,216+39.4% | $2,485+80.3% | $4,779-6.2% |
| Participant deferral / active EE | $15,285 | $4,508+239.0% | $3,852+296.9% | $5,609+172.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |