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 | $528,262 | $112,112+371.2% | $95,956+450.5% | $158,950+232.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.23% | 171.15%-161.9pp | 91.63%-82.4pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,800 | $3,199-43.7% | $2,541-29.2% | $4,762-62.2% |
| Participant deferral / active EE | $20,000 | $4,784+318.1% | $4,167+380.0% | $5,983+234.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |