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 | $511,678 | $96,123+432.3% | $77,361+561.4% | $198,609+157.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 13.66% | 2054.81%-2041.1pp | 1011.54%-997.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,805 | $3,791+0.4% | $2,990+27.3% | $5,055-24.7% |
| Participant deferral / active EE | $29,923 | $4,975+501.5% | $3,911+665.1% | $6,977+328.9% |
| Admin fee / account holder | $68 | $9,471-99.3% | $5,894-98.8% | $19,030-99.6% |