Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $581,441 | $162,529+257.7% | $130,788+344.6% | $154,746+275.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.21% | 510.48%-493.3pp | 386.44%-369.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $28,000 | $4,447+529.6% | $3,558+687.0% | $4,379+539.4% |
| Participant deferral / active EE | $23,000 | $4,808+378.3% | $4,137+455.9% | $6,730+241.7% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |