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 | $448,745 | $165,939+170.4% | $122,354+266.8% | $147,586+204.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.60% | 34.56%-20.0pp | 30.28%-15.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $11,901 | $5,754+106.8% | $4,051+193.8% | $4,876+144.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30 | $7,425-99.6% | $5,479-99.5% | $10,886-99.7% |