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 | $255,079 | $100,805+153.0% | $86,698+194.2% | $134,532+89.6% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -13.76% | 29.09%-42.8pp | 35.95%-49.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $2,312 | $3,490-33.7% | $2,837-18.5% | $4,741-51.2% |
| Participant deferral / active EE | $9,399 | $5,339+76.0% | $4,656+101.9% | $6,401+46.8% |
| Admin fee / account holder | $128 | $10,925-98.8% | $7,493-98.3% | $11,429-98.9% |