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 | $505,591 | $105,200+380.6% | $159,474+217.0% | $85,847+488.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.54% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $15,157 | $3,319+356.7% | $4,831+213.8% | $2,565+490.8% |
| Participant deferral / active EE | $15,740 | $5,946+164.7% | $7,353+114.1% | $3,952+298.2% |
| Admin fee / account holder | $137 | $6,934-98.0% | $10,802-98.7% | $6,261-97.8% |