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 | $295,983 | $111,878+164.6% | $93,727+215.8% | $145,897+102.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.85% | 204.28%-195.4pp | 133.83%-125.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $8,286 | $3,092+167.9% | $2,421+242.2% | $4,663+77.7% |
| Participant deferral / active EE | $6,347 | $4,920+29.0% | $4,417+43.7% | $6,689-5.1% |
| Admin fee / account holder | $255 | $10,256-97.5% | $8,292-96.9% | $13,390-98.1% |