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 | $292,043 | $81,664+257.6% | $70,476+314.4% | $158,966+83.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.37% | 208.59%-184.2pp | 109.12%-84.7pp | 302.95%-278.6pp |
| Employer contribution / active EE | $2,209 | $3,219-31.4% | $2,738-19.3% | $4,762-53.6% |
| Participant deferral / active EE | $10,707 | $4,556+135.0% | $3,710+188.6% | $5,983+79.0% |
| Admin fee / account holder | $20 | $6,197-99.7% | $3,847-99.5% | $11,250-99.8% |