Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $399,208 | $165,361+141.4% | $149,715+166.6% | $158,950+151.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.75% | 348.24%-325.5pp | 276.66%-253.9pp | 302.91%-280.2pp |
| Employer contribution / active EE | $25,510 | $5,103+399.9% | $4,645+449.2% | $4,762+435.7% |
| Participant deferral / active EE | $25,000 | $7,182+248.1% | $6,842+265.4% | $5,983+317.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |