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 | $256,218 | $100,073+156.0% | $85,126+201.0% | $145,877+75.6% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 15.43% | 84.11%-68.7pp | 66.63%-51.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,849 | $3,236-42.9% | $2,731-32.3% | $4,663-60.3% |
| Participant deferral / active EE | $4,875 | $5,294-7.9% | $4,523+7.8% | $6,691-27.1% |
| Admin fee / account holder | $30 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |