Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $276,949 | $124,330+122.8% | $109,173+153.7% | $167,536+65.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.99% | 26.04%-12.1pp | 25.75%-11.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $4,598 | $4,209+9.2% | $3,723+23.5% | $4,839-5.0% |
| Participant deferral / active EE | $14,113 | $5,256+168.5% | $4,654+203.2% | $6,342+122.5% |
| Admin fee / account holder | $20 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |