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 | $419,201 | $125,190+234.9% | $105,624+296.9% | $145,897+187.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,296 | $3,720+149.9% | $3,168+193.5% | $4,663+99.4% |
| Participant deferral / active EE | $14,084 | $5,716+146.4% | $5,013+181.0% | $6,689+110.5% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |