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 | $656,898 | $166,242+295.1% | $165,071+297.9% | $145,884+350.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.32% | 100.44%-73.1pp | 70.17%-42.8pp | 551.85%-524.5pp |
| Employer contribution / active EE | $12,286 | $5,283+132.6% | $4,347+182.6% | $4,662+163.5% |
| Participant deferral / active EE | $11,128 | $6,964+59.8% | $6,035+84.4% | $6,690+66.3% |
| Admin fee / account holder | $4 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |