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 | $582,139 | $100,911+476.9% | $90,440+543.7% | $158,966+266.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.78% | 1726.62%-1713.8pp | 1294.38%-1281.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,077 | $4,348+269.7% | $3,964+305.6% | $5,983+168.7% |
| Admin fee / account holder | $34 | $6,507-99.5% | $5,615-99.4% | $11,250-99.7% |