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 | $284,898 | $115,917+145.8% | $100,535+183.4% | $158,982+79.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.63% | 34.80%-13.2pp | 30.90%-9.3pp | 302.99%-281.4pp |
| Employer contribution / active EE | $26,096 | $4,105+535.7% | $3,419+663.3% | $4,763+447.9% |
| Participant deferral / active EE | $17,868 | $6,677+167.6% | $6,271+184.9% | $5,983+198.6% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |