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 | $252,611 | $106,905+136.3% | $84,020+200.7% | $152,885+65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.90% | 105.00%-90.1pp | 71.31%-56.4pp | 345.39%-330.5pp |
| Employer contribution / active EE | $15,606 | $2,735+470.7% | $1,984+686.8% | $4,763+227.6% |
| Participant deferral / active EE | $8,333 | $4,012+107.7% | $3,239+157.3% | $5,851+42.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |