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 | $303,606 | $100,938+200.8% | $90,461+235.6% | $158,982+91.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.75% | 1727.20%-1692.5pp | 1294.76%-1260.0pp | 302.99%-268.2pp |
| Employer contribution / active EE | $14,122 | $3,691+282.5% | $3,264+332.7% | $4,763+196.5% |
| Participant deferral / active EE | $11,523 | $4,350+164.9% | $3,964+190.7% | $5,983+92.6% |
| Admin fee / account holder | $51 | $6,510-99.2% | $5,617-99.1% | $11,252-99.6% |