Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $264,395 | $117,895+124.3% | $102,460+158.0% | $145,897+81.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.88% | 31.92%-8.0pp | 29.47%-5.6pp | 552.29%-528.4pp |
| Employer contribution / active EE | $20,139 | $3,619+456.5% | $3,025+565.7% | $4,663+331.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $75 | $13,353-99.4% | $9,460-99.2% | $13,390-99.4% |