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 | $290,265 | $156,616+85.3% | $133,346+117.7% | $198,609+46.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 21.46% | 44.25%-22.8pp | 36.85%-15.4pp | 202.70%-181.2pp |
| Employer contribution / active EE | $4,955 | $3,368+47.1% | $2,853+73.6% | $5,055-2.0% |
| Participant deferral / active EE | $12,541 | $4,920+154.9% | $4,332+189.5% | $6,977+79.8% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |