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 | $2,167,957 | $154,159+1306.3% | $130,026+1567.3% | $139,456+1454.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.16% | 32.50%-3.3pp | -137.26%+166.4pp | 373.45%-344.3pp |
| Employer contribution / active EE | $23,750 | $5,292+348.8% | $4,321+449.6% | $4,753+399.7% |
| Participant deferral / active EE | $15,418 | $6,710+129.8% | $5,821+164.9% | $6,711+129.7% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |