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 | $70,121+629.7% | $63,803+702.0% | $138,895+268.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.66% | 946.48%-932.8pp | 543.72%-530.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,805 | $2,882+32.0% | $2,532+50.3% | $4,194-9.3% |
| Participant deferral / active EE | $29,923 | $4,535+559.8% | $3,843+678.6% | $6,396+367.8% |
| Admin fee / account holder | $68 | $6,738-99.0% | $5,196-98.7% | $12,562-99.5% |