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 | $374,959 | $167,362+124.0% | $143,799+160.8% | $134,532+178.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.08% | 0.47%-12.6pp | -0.04%-12.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $14,940 | $5,620+165.8% | $4,952+201.7% | $4,741+215.1% |
| Participant deferral / active EE | $9,765 | $6,447+51.5% | $5,638+73.2% | $6,401+52.6% |
| Admin fee / account holder | $33 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |