Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,914,882 | $106,894+1691.4% | $84,016+2179.2% | $152,870+1152.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.58% | 104.99%-84.4pp | 71.31%-50.7pp | 345.34%-324.8pp |
| Employer contribution / active EE | $3,224 | $2,734+17.9% | $1,983+62.6% | $4,763-32.3% |
| Participant deferral / active EE | $12,500 | $4,011+211.6% | $3,239+286.0% | $5,850+113.7% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |