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 | $385,430 | $232,540+65.7% | $185,117+108.2% | $147,586+161.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.95% | 43.03%-23.1pp | 40.50%-20.5pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,440 | $5,195-72.3% | $4,182-65.6% | $4,876-70.5% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |