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 | $250,345 | $84,713+195.5% | $75,717+230.6% | $167,518+49.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 20.84% | 199.49%-178.6pp | 104.58%-83.7pp | 478.71%-457.9pp |
| Employer contribution / active EE | $3,488 | $3,229+8.0% | $2,743+27.1% | $4,838-27.9% |
| Participant deferral / active EE | $4,151 | $4,578-9.3% | $3,821+8.7% | $6,342-34.5% |
| Admin fee / account holder | $9 | $5,357-99.8% | $3,619-99.7% | $12,312-99.9% |