Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $381,889 | $67,823+463.1% | $52,425+628.5% | $137,256+178.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.60% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,388 | $1,163+191.3% | $914+270.6% | $4,156-18.5% |
| Participant deferral / active EE | $31,000 | $2,288+1254.9% | $1,790+1631.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |