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 | $829,236 | $154,209+437.7% | $130,062+537.6% | $139,487+494.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.86% | 32.52%-3.7pp | -137.37%+166.2pp | 373.84%-345.0pp |
| Employer contribution / active EE | $33,000 | $5,292+523.5% | $4,322+663.5% | $4,755+594.1% |
| Participant deferral / active EE | $21,500 | $6,709+220.5% | $5,821+269.4% | $6,713+220.3% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |