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 | $545,928 | $152,612+257.7% | $125,192+336.1% | $152,897+257.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.71% | 54.85%-33.1pp | 43.79%-22.1pp | 345.43%-323.7pp |
| Employer contribution / active EE | $7,215 | $4,947+45.8% | $3,866+86.6% | $4,764+51.5% |
| Participant deferral / active EE | $12,500 | $5,868+113.0% | $4,937+153.2% | $5,851+113.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |