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 | $456,114 | $165,939+174.9% | $122,354+272.8% | $147,586+209.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.94% | 34.56%-21.6pp | 30.28%-17.3pp | 578.59%-565.7pp |
| Employer contribution / active EE | $16,425 | $5,754+185.4% | $4,051+305.5% | $4,876+236.8% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.7% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |