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 | $371,147 | $165,939+123.7% | $122,354+203.3% | $147,586+151.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.78% | 34.56%-17.8pp | 30.28%-13.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $5,651 | $5,754-1.8% | $4,051+39.5% | $4,876+15.9% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.7% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |