Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $564,671 | $165,361+241.5% | $149,715+277.2% | $158,950+255.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.64% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.3pp |
| Employer contribution / active EE | $15,750 | $5,103+208.6% | $4,645+239.1% | $4,762+230.7% |
| Participant deferral / active EE | $18,400 | $7,182+156.2% | $6,842+168.9% | $5,983+207.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |