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 | $415,798 | $63,346+556.4% | $92,240+350.8% | $70,126+492.9% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 17.66% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $13,609 | $2,471+450.7% | $3,680+269.8% | $2,343+480.9% |
| Participant deferral / active EE | $9,533 | $2,854+234.0% | $3,897+144.6% | $3,332+186.1% |
| Admin fee / account holder | $112 | $3,841-97.1% | $5,194-97.8% | $4,645-97.6% |