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 | $580,844 | $98,766+488.1% | $149,730+287.9% | $79,852+627.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.45% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $18,598 | $3,217+478.1% | $4,645+300.4% | $2,471+652.6% |
| Participant deferral / active EE | $17,606 | $5,681+209.9% | $6,843+157.3% | $3,740+370.7% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |