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 | $548,479 | $72,071+661.0% | $68,368+702.2% | $137,256+299.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.79% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $15,893 | $2,788+470.1% | $2,649+500.0% | $4,156+282.4% |
| Participant deferral / active EE | $12,217 | $4,410+177.0% | $4,123+196.3% | $6,407+90.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |