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 | $1,109,204 | $82,288+1248.0% | $68,794+1512.4% | $134,509+724.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.49% | -2.19%-14.3pp | -6.37%-10.1pp | 418.13%-434.6pp |
| Employer contribution / active EE | $10,250 | $3,301+210.5% | $2,656+286.0% | $4,741+116.2% |
| Participant deferral / active EE | $23,250 | $4,738+390.7% | $3,941+489.9% | $6,400+263.3% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |