Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,689,074 | $110,039+1435.0% | $97,260+1636.7% | $145,884+1057.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.87% | 244.44%-220.6pp | 75.54%-51.7pp | 551.85%-528.0pp |
| Employer contribution / active EE | $1,200 | $3,074-61.0% | $2,721-55.9% | $4,662-74.3% |
| Participant deferral / active EE | $15,250 | $4,674+226.3% | $4,262+257.8% | $6,690+128.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |