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 | $416,766 | $110,240+278.1% | $96,544+331.7% | $139,487+198.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.62% | 26.41%-8.8pp | 25.88%-8.3pp | 373.84%-356.2pp |
| Employer contribution / active EE | $14,815 | $3,622+309.0% | $2,966+399.4% | $4,755+211.6% |
| Participant deferral / active EE | $7,500 | $5,549+35.2% | $4,851+54.6% | $6,713+11.7% |
| Admin fee / account holder | $156 | $11,602-98.7% | $8,254-98.1% | $11,407-98.6% |