Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $487,594 | $162,136+200.7% | $152,301+220.2% | $154,746+215.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.52% | 91.02%-63.5pp | 80.50%-53.0pp | 172.34%-144.8pp |
| Employer contribution / active EE | $35,613 | $4,890+628.2% | $4,624+670.1% | $4,379+713.3% |
| Participant deferral / active EE | $32,632 | $8,341+291.2% | $8,004+307.7% | $6,730+384.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |