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 | $391,870 | $102,429+282.6% | $147,096+166.4% | $80,925+384.2% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 12.49% | 135.02%-122.5pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |