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 | $571,529 | $124,330+359.7% | $109,173+423.5% | $167,536+241.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.88% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $31,195 | $4,209+641.1% | $3,723+737.9% | $4,839+544.6% |
| Participant deferral / active EE | $21,744 | $5,256+313.7% | $4,654+367.2% | $6,342+242.8% |
| Admin fee / account holder | $56 | $7,974-99.3% | $6,755-99.2% | $12,315-99.5% |