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 | $307,537 | $105,960+190.2% | $81,726+276.3% | $158,982+93.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.96% | 38.19%-25.2pp | 29.49%-16.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $8,045 | $7,805+3.1% | $4,311+86.6% | $4,763+68.9% |
| Participant deferral / active EE | $50,820 | $13,011+290.6% | $7,108+614.9% | $5,983+749.3% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |