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 | $426,835 | $114,119+274.0% | $107,187+298.2% | $138,895+207.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.54% | 273.21%-252.7pp | 204.55%-184.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $22,741 | $4,059+460.3% | $3,782+501.3% | $4,194+442.2% |
| Participant deferral / active EE | $13,614 | $5,538+145.8% | $5,096+167.2% | $6,396+112.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |