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 | $441,272 | $227,597+93.9% | $189,575+132.8% | $167,536+163.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.50% | 78.44%-63.9pp | 64.19%-49.7pp | 478.82%-464.3pp |
| Employer contribution / active EE | $16,387 | $5,316+208.2% | $4,412+271.4% | $4,839+238.6% |
| Participant deferral / active EE | $13,799 | $7,002+97.1% | $6,174+123.5% | $6,342+117.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |