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 | $612,683 | $133,981+357.3% | $112,249+445.8% | $134,532+355.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.69% | 47.16%-52.9pp | 27.48%-33.2pp | 418.27%-424.0pp |
| Employer contribution / active EE | $29,258 | $4,040+624.2% | $3,636+704.7% | $4,741+517.1% |
| Participant deferral / active EE | $18,700 | $5,292+253.4% | $4,729+295.4% | $6,401+192.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |