Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $400,963 | $227,399+76.3% | $189,758+111.3% | $198,609+101.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.90% | 61.03%-50.1pp | 52.62%-41.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $17,500 | $5,526+216.7% | $4,767+267.1% | $5,055+246.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $258 | $25,162-99.0% | $20,388-98.7% | $19,030-98.6% |