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 | $597,901 | $84,741+605.6% | $75,731+689.5% | $167,553+256.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.57% | 199.72%-184.1pp | 104.65%-89.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $4,638 | $3,230+43.6% | $2,743+69.1% | $4,840-4.2% |
| Participant deferral / active EE | $16,335 | $4,577+256.9% | $3,820+327.6% | $6,343+157.5% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |