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 | $264,017 | $104,694+152.2% | $85,709+208.0% | $167,536+57.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.76% | 21.45%-11.7pp | 21.49%-11.7pp | 478.82%-469.1pp |
| Employer contribution / active EE | $29,926 | $3,337+796.7% | $2,619+1042.8% | $4,839+518.4% |
| Participant deferral / active EE | $15,216 | $4,826+215.3% | $3,924+287.8% | $6,342+139.9% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |