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 | $255,883 | $99,011+158.4% | $86,582+195.5% | $147,586+73.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.72% | 1312.75%-1300.0pp | 965.08%-952.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $7,238 | $3,132+131.1% | $2,839+154.9% | $4,876+48.4% |
| Participant deferral / active EE | $18,700 | $3,972+370.8% | $3,609+418.2% | $5,439+243.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |