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 | $384,091 | $144,130+166.5% | $117,861+225.9% | $147,586+160.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.05% | 531.20%-513.1pp | 335.11%-317.1pp | 578.59%-560.5pp |
| Employer contribution / active EE | $13,339 | $4,897+172.4% | $3,786+252.3% | $4,876+173.5% |
| Participant deferral / active EE | $8,253 | $5,316+55.2% | $4,482+84.1% | $5,439+51.7% |
| Admin fee / account holder | $217 | $10,887-98.0% | $8,021-97.3% | $10,886-98.0% |