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 | $670,347 | $127,790+424.6% | $106,555+529.1% | $167,536+300.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.74% | 33.88%-23.1pp | 26.80%-16.1pp | 478.82%-468.1pp |
| Employer contribution / active EE | $4,830 | $3,428+40.9% | $2,819+71.3% | $4,839-0.2% |
| Participant deferral / active EE | $18,157 | $5,088+256.8% | $4,399+312.8% | $6,342+186.3% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |