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 | $416,481 | $90,614+359.6% | $76,089+447.4% | $145,877+185.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.62% | 623.80%-609.2pp | 360.94%-346.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $17,250 | $3,324+418.9% | $2,690+541.3% | $4,663+269.9% |
| Participant deferral / active EE | $18,028 | $5,168+248.8% | $4,259+323.3% | $6,691+169.5% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |