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 | $332,904 | $109,908+202.9% | $97,161+242.6% | $145,978+128.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.70% | 243.80%-231.1pp | 75.36%-62.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $12,500 | $3,077+306.2% | $2,723+359.0% | $4,662+168.1% |
| Participant deferral / active EE | $11,931 | $4,679+155.0% | $4,265+179.7% | $6,690+78.4% |
| Admin fee / account holder | $117 | $6,213-98.1% | $5,647-97.9% | $13,400-99.1% |