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 | $551,509 | $166,268+231.7% | $165,100+234.0% | $145,897+278.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.08% | 100.52%-91.4pp | 70.21%-61.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $6,964+337.9% | $6,035+405.4% | $6,689+356.0% |
| Admin fee / account holder | $30 | $16,659-99.8% | $12,696-99.8% | $13,390-99.8% |