Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,272,068 | $169,237+651.6% | $129,339+883.5% | $145,978+771.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.72% | 14364.43%-14345.7pp | 9437.05%-9418.3pp | 550.52%-531.8pp |
| Employer contribution / active EE | $43,500 | $5,540+685.1% | $4,154+947.1% | $4,662+833.1% |
| Participant deferral / active EE | $60,500 | $4,991+1112.1% | $4,170+1350.9% | $6,690+804.4% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |