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 | $353,293 | $117,859+199.8% | $102,438+244.9% | $145,959+142.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.61% | 31.72%-11.1pp | 29.37%-8.8pp | 561.95%-541.3pp |
| Employer contribution / active EE | $13,399 | $3,615+270.7% | $3,024+343.2% | $4,661+187.5% |
| Participant deferral / active EE | $17,106 | $5,732+198.4% | $5,054+238.5% | $6,689+155.8% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |