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 | $3,906,660 | $114,013+3326.5% | $103,693+3667.5% | $155,188+2417.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.46% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $46,500 | $3,131+1385.0% | $2,920+1492.3% | $4,248+994.7% |
| Participant deferral / active EE | $31,000 | $4,970+523.8% | $4,579+577.0% | $6,531+374.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |