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 | $1,197,539 | $150,346+696.5% | $120,524+893.6% | $145,877+720.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.71% | 154.40%-133.7pp | 107.36%-86.7pp | 551.28%-530.6pp |
| Employer contribution / active EE | $61,500 | $4,353+1312.8% | $3,469+1672.9% | $4,663+1218.9% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |