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 | $773,196 | $165,381+367.5% | $149,730+416.4% | $158,966+386.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.64% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.3pp |
| Employer contribution / active EE | $21,344 | $5,104+318.2% | $4,645+359.5% | $4,762+348.2% |
| Participant deferral / active EE | $14,415 | $7,182+100.7% | $6,843+110.7% | $5,983+140.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |