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 | $150,197+697.3% | $120,368+894.9% | $145,959+720.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.71% | 154.26%-133.6pp | 107.26%-86.6pp | 561.95%-541.2pp |
| Employer contribution / active EE | $61,500 | $4,350+1313.6% | $3,465+1675.1% | $4,661+1219.5% |
| Participant deferral / active EE | $30,500 | $6,174+394.0% | $4,991+511.1% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |