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 | $617,204 | $100,938+511.5% | $90,461+582.3% | $158,982+288.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.02% | 1727.20%-1713.2pp | 1294.76%-1280.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $29,548 | $3,691+700.4% | $3,264+805.3% | $4,763+520.4% |
| Participant deferral / active EE | $21,917 | $4,350+403.9% | $3,964+452.9% | $5,983+266.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |