Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $360,914 | $150,207+140.3% | $120,380+199.8% | $145,978+147.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.45% | 154.28%-144.8pp | 107.28%-97.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $11,603 | $4,351+166.7% | $3,465+234.9% | $4,662+148.9% |
| Participant deferral / active EE | $23,000 | $6,175+272.5% | $4,992+360.7% | $6,690+243.8% |
| Admin fee / account holder | $123 | $12,203-99.0% | $9,421-98.7% | $13,400-99.1% |