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 | $404,266 | $110,212+266.8% | $96,534+318.8% | $139,466+189.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.06% | 26.42%-6.4pp | 25.88%-5.8pp | 373.66%-353.6pp |
| Employer contribution / active EE | $43,600 | $3,620+1104.4% | $2,965+1370.3% | $4,754+817.1% |
| Participant deferral / active EE | $30,000 | $5,547+440.8% | $4,851+518.4% | $6,712+347.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |