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 | $510,603 | $118,877+329.5% | $96,570+428.7% | $167,536+204.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 50.50%-33.2pp | 37.79%-20.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $15,000 | $3,121+380.7% | $2,357+536.4% | $4,839+210.0% |
| Participant deferral / active EE | $13,600 | $4,617+194.6% | $3,849+253.3% | $6,342+114.4% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |