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 | $338,061 | $108,882+210.5% | $96,754+249.4% | $154,746+118.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 21.27% | 98.39%-77.1pp | 82.04%-60.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $8,509 | $3,018+181.9% | $2,679+217.6% | $4,379+94.3% |
| Participant deferral / active EE | $7,500 | $5,323+40.9% | $4,758+57.6% | $6,730+11.4% |
| Admin fee / account holder | $5 | $10,200-100.0% | $8,905-99.9% | $14,365-100.0% |