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 | $456,893 | $97,751+367.4% | $103,431+341.7% | $145,978+213.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.08% | 25.43%-5.3pp | 23.92%-3.8pp | 550.52%-530.4pp |
| Employer contribution / active EE | $135,000 | $4,684+2782.1% | $4,678+2786.0% | $4,662+2795.9% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,625-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,412-100.0% | $13,400-100.0% |