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 | $360,016 | $125,237+187.5% | $105,608+240.9% | $145,877+146.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 13.23% | 225.76%-212.5pp | 116.50%-103.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,125 | $3,720-42.9% | $3,167-32.9% | $4,663-54.4% |
| Participant deferral / active EE | $10,697 | $5,711+87.3% | $5,010+113.5% | $6,691+59.9% |
| Admin fee / account holder | $12 | $17,287-99.9% | $11,028-99.9% | $13,402-99.9% |