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 | $448,123 | $111,535+301.8% | $105,223+325.9% | $137,256+226.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.61% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $9,908 | $3,939+151.5% | $3,689+168.6% | $4,156+138.4% |
| Participant deferral / active EE | $8,903 | $5,500+61.9% | $5,072+75.5% | $6,407+39.0% |
| Admin fee / account holder | $216 | $9,721-97.8% | $8,859-97.6% | $12,270-98.2% |