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 | $523,502 | $116,203+350.5% | $93,621+459.2% | $152,909+242.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.54% | 35.96%-19.4pp | 32.76%-16.2pp | 345.46%-328.9pp |
| Employer contribution / active EE | $2,510 | $3,219-22.0% | $2,719-7.7% | $4,764-47.3% |
| Participant deferral / active EE | $6,814 | $4,605+48.0% | $4,070+67.4% | $5,851+16.5% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |