Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $258,960 | $167,353+54.7% | $143,797+80.1% | $134,545+92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.95% | 0.48%-8.4pp | -0.04%-7.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,320 | $5,620-76.5% | $4,952-73.3% | $4,742-72.2% |
| Participant deferral / active EE | $5,400 | $6,447-16.2% | $5,638-4.2% | $6,401-15.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |