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 | $526,998 | $110,337+377.6% | $102,383+414.7% | $145,877+261.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $13,159 | $4,216+212.1% | $3,870+240.0% | $4,663+182.2% |
| Participant deferral / active EE | $9,519 | $5,621+69.4% | $5,060+88.1% | $6,691+42.3% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |