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 | $380,363 | $88,754+328.6% | $81,820+364.9% | $145,877+160.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.32% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,751 | $3,085+86.4% | $2,915+97.3% | $4,663+23.3% |
| Participant deferral / active EE | $6,763 | $4,648+45.5% | $4,323+56.4% | $6,691+1.1% |
| Admin fee / account holder | $34 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |