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 | $254,633 | $106,005+140.2% | $92,239+176.1% | $147,585+72.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.13% | 50.05%-33.9pp | 176.29%-160.2pp | 578.58%-562.5pp |
| Employer contribution / active EE | $1,831 | $4,333-57.7% | $3,680-50.2% | $4,876-62.4% |
| Participant deferral / active EE | $9,075 | $4,478+102.6% | $3,897+132.9% | $5,439+66.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |