Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $306,330 | $97,125+215.4% | $86,233+255.2% | $137,256+123.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 37.58% | 74.19%-36.6pp | 61.39%-23.8pp | 220.34%-182.8pp |
| Employer contribution / active EE | $36,469 | $2,841+1183.5% | $2,504+1356.2% | $4,156+777.5% |
| Participant deferral / active EE | $21,825 | $5,180+321.4% | $4,559+378.7% | $6,407+240.7% |
| Admin fee / account holder | $287 | $9,725-97.0% | $8,342-96.6% | $12,270-97.7% |