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 | $433,669 | $100,203+332.8% | $85,240+408.8% | $145,897+197.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 84.28%-65.1pp | 66.75%-47.5pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,653 | $3,242-18.2% | $2,735-3.0% | $4,663-43.1% |
| Participant deferral / active EE | $8,867 | $5,299+67.3% | $4,527+95.9% | $6,689+32.6% |
| Admin fee / account holder | $17 | $7,265-99.8% | $6,165-99.7% | $13,390-99.9% |