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 | $440,592 | $217,432+102.6% | $185,849+137.1% | $167,536+163.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.91% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $38,500 | $5,875+555.4% | $5,169+644.9% | $4,839+695.6% |
| Participant deferral / active EE | $30,455 | $6,357+379.1% | $5,569+446.9% | $6,342+380.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |