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 | $257,972 | $131,835+95.7% | $108,582+137.6% | $273,972-5.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $9,403 | $4,913+91.4% | $3,758+150.2% | $4,869+93.1% |
| Participant deferral / active EE | $14,895 | $5,127+190.5% | $4,311+245.5% | $5,287+181.7% |
| Admin fee / account holder | $148 | $10,253-98.6% | $7,645-98.1% | $10,133-98.5% |