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 | $299,398 | $117,895+154.0% | $102,460+192.2% | $145,897+105.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.17% | 31.92%-12.8pp | 29.47%-10.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $36,247 | $3,619+901.6% | $3,025+1098.2% | $4,663+677.4% |
| Participant deferral / active EE | $26,750 | $5,736+366.3% | $5,056+429.1% | $6,689+299.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |