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 | $863,448 | $115,814+645.5% | $101,275+752.6% | $158,982+443.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.84% | 56.16%-37.3pp | 46.48%-27.6pp | 302.99%-284.2pp |
| Employer contribution / active EE | $22,684 | $4,176+443.2% | $3,660+519.8% | $4,763+376.3% |
| Participant deferral / active EE | $8,973 | $4,958+81.0% | $4,371+105.3% | $5,983+50.0% |
| Admin fee / account holder | $1 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |