Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $345,101 | $103,008+235.0% | $90,304+282.2% | $152,897+125.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.30% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,032 | $3,139-67.1% | $2,855-63.9% | $4,764-78.3% |
| Participant deferral / active EE | $1,120 | $4,281-73.8% | $3,885-71.2% | $5,851-80.9% |
| Admin fee / account holder | $50 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |