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 | $394,154 | $75,832+419.8% | $147,617+167.0% | $59,633+561.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 49.24% | 0.37%+48.9pp | 61.98%-12.7pp | 2041.45%-1992.2pp |
| Employer contribution / active EE | $23,677 | $3,485+579.4% | $5,564+325.5% | $2,203+975.0% |
| Participant deferral / active EE | $14,257 | $3,131+355.4% | $4,895+191.2% | $3,192+346.7% |
| Admin fee / account holder | $94 | $5,986-98.4% | $11,612-99.2% | $4,297-97.8% |