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 | $252,769 | $70,366+259.2% | $66,674+279.1% | $138,895+82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.13% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,749 | $2,765+107.9% | $2,620+119.4% | $4,194+37.1% |
| Participant deferral / active EE | $12,050 | $4,374+175.5% | $4,084+195.1% | $6,396+88.4% |
| Admin fee / account holder | $13 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |