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 | $422,362 | $100,895+318.6% | $90,430+367.1% | $158,950+165.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.00% | 1725.54%-1700.5pp | 1293.73%-1268.7pp | 302.91%-277.9pp |
| Employer contribution / active EE | $1,996 | $3,689-45.9% | $3,262-38.8% | $4,762-58.1% |
| Participant deferral / active EE | $13,596 | $4,347+212.7% | $3,963+243.1% | $5,983+127.3% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |