Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $583,494 | $109,372+433.5% | $89,414+552.6% | $158,966+267.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.87% | 345.55%-337.7pp | 245.50%-237.6pp | 302.95%-295.1pp |
| Employer contribution / active EE | $13,979 | $3,171+340.8% | $2,586+440.5% | $4,762+193.5% |
| Participant deferral / active EE | $24,500 | $4,598+432.8% | $3,890+529.9% | $5,983+309.5% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |