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 | $409,894 | $185,856+120.5% | $170,028+141.1% | $139,456+193.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.12% | 60.52%-46.4pp | 53.39%-39.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $27,183 | $7,593+258.0% | $6,788+300.5% | $4,753+472.0% |
| Participant deferral / active EE | $22,237 | $11,623+91.3% | $10,409+113.6% | $6,711+231.3% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |