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 | $252,694 | $109,872+130.0% | $98,483+156.6% | $167,536+50.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.05% | 1959.31%-1946.3pp | 1494.38%-1481.3pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,027 | $3,225-37.2% | $2,961-31.5% | $4,839-58.1% |
| Participant deferral / active EE | $11,682 | $4,673+150.0% | $4,276+173.2% | $6,342+84.2% |
| Admin fee / account holder | $60 | $6,757-99.1% | $5,953-99.0% | $12,315-99.5% |