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 | $251,265 | $102,385+145.4% | $147,080+70.8% | $80,935+210.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.80% | 135.09%-115.3pp | 420.17%-400.4pp | 35.66%-15.9pp |
| Employer contribution / active EE | $10,034 | $3,717+170.0% | $4,933+103.4% | $2,757+264.0% |
| Participant deferral / active EE | $15,640 | $6,651+135.2% | $8,066+93.9% | $4,299+263.8% |
| Admin fee / account holder | $185 | $7,951-97.7% | $12,989-98.6% | $6,924-97.3% |