Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,493,766 | $202,463+1625.6% | $169,397+1962.5% | $139,487+2404.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.76% | 532.64%-513.9pp | 406.23%-387.5pp | 373.84%-355.1pp |
| Employer contribution / active EE | $26,000 | $4,694+453.9% | $4,013+547.9% | $4,755+446.8% |
| Participant deferral / active EE | $28,000 | $6,941+303.4% | $6,223+350.0% | $6,713+317.1% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |