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 | $315,173 | $110,410+185.5% | $102,437+207.7% | $145,897+116.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $4,660 | $4,217+10.5% | $3,871+20.4% | $4,663-0.1% |
| Participant deferral / active EE | $13,735 | $5,622+144.3% | $5,060+171.4% | $6,689+105.3% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |