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 | $576,375 | $167,352+244.4% | $143,788+300.8% | $134,509+328.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $34,259 | $5,620+509.6% | $4,952+591.9% | $4,741+622.7% |
| Participant deferral / active EE | $21,800 | $6,447+238.1% | $5,638+286.7% | $6,400+240.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |