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 | $353,259 | $98,240+259.6% | $82,312+329.2% | $147,586+139.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.00% | 30.85%-8.9pp | 25.88%-3.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $18,845 | $3,192+490.4% | $2,428+676.0% | $4,876+286.4% |
| Participant deferral / active EE | $6,965 | $4,383+58.9% | $3,706+87.9% | $5,439+28.1% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-99.9% | $10,886-100.0% |