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 | $451,004 | $167,362+169.5% | $143,799+213.6% | $134,532+235.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.85% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,648 | $5,620-35.1% | $4,952-26.3% | $4,741-23.0% |
| Participant deferral / active EE | $8,620 | $6,447+33.7% | $5,638+52.9% | $6,401+34.7% |
| Admin fee / account holder | $93 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |