Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $260,175 | $227,633+14.3% | $189,597+37.2% | $167,553+55.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 32.58% | 78.45%-45.9pp | 64.20%-31.6pp | 478.89%-446.3pp |
| Employer contribution / active EE | $4,500 | $5,317-15.4% | $4,412+2.0% | $4,840-7.0% |
| Participant deferral / active EE | $13,000 | $7,003+85.6% | $6,174+110.6% | $6,343+105.0% |
| Admin fee / account holder | $88 | $11,879-99.3% | $9,807-99.1% | $12,316-99.3% |