Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $380,118 | $88,778+328.2% | $81,844+364.4% | $145,884+160.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.95% | 1033.03%-1011.1pp | 778.87%-756.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $19,393 | $3,087+528.2% | $2,916+565.0% | $4,662+316.0% |
| Participant deferral / active EE | $23,267 | $4,648+400.5% | $4,323+438.2% | $6,690+247.8% |
| Admin fee / account holder | $261 | $8,430-96.9% | $7,355-96.5% | $13,392-98.1% |