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 | $861,790 | $183,592+369.4% | $155,574+453.9% | $145,877+490.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.96% | 61.37%-21.4pp | 64.87%-24.9pp | 551.28%-511.3pp |
| Employer contribution / active EE | $12,138 | $5,317+128.3% | $4,676+159.6% | $4,663+160.3% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,691+59.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |