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 | $272,488 | $106,267+156.4% | $96,520+182.3% | $139,456+95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.98% | 38.45%-16.5pp | 35.72%-13.7pp | 373.45%-351.5pp |
| Employer contribution / active EE | $10,237 | $4,105+149.4% | $3,739+173.8% | $4,753+115.4% |
| Participant deferral / active EE | $13,667 | $5,454+150.6% | $4,879+180.1% | $6,711+103.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |