Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $320,514 | $180,749+77.3% | $160,784+99.3% | $137,256+133.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.09% | 2234.46%-2222.4pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,633 | $4,155-60.7% | $3,733-56.2% | $4,156-60.7% |
| Participant deferral / active EE | $11,583 | $6,844+69.2% | $6,293+84.1% | $6,407+80.8% |
| Admin fee / account holder | $140 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |