Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $487,820 | $100,073+387.5% | $85,126+473.1% | $145,877+234.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.45% | 84.11%-75.7pp | 66.63%-58.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,292 | $3,236+1.7% | $2,731+20.5% | $4,663-29.4% |
| Participant deferral / active EE | $15,000 | $5,294+183.3% | $4,523+231.6% | $6,691+124.2% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |