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 | $755,352 | $227,633+231.8% | $189,597+298.4% | $167,553+350.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.72% | 78.45%-53.7pp | 64.20%-39.5pp | 478.89%-454.2pp |
| Employer contribution / active EE | $19,500 | $5,317+266.8% | $4,412+341.9% | $4,840+302.9% |
| Participant deferral / active EE | $26,000 | $7,003+271.3% | $6,174+321.1% | $6,343+309.9% |
| Admin fee / account holder | $94 | $11,879-99.2% | $9,807-99.0% | $12,316-99.2% |