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 | $406,965 | $105,856+284.4% | $90,161+351.4% | $147,586+175.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.33% | 37.63%-18.3pp | 34.89%-15.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $21,324 | $4,126+416.8% | $3,318+542.7% | $4,876+337.3% |
| Participant deferral / active EE | $15,236 | $5,733+165.8% | $5,287+188.2% | $5,439+180.1% |
| Admin fee / account holder | $20 | $8,046-99.7% | $5,943-99.7% | $10,886-99.8% |