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 | $426,762 | $117,904+262.0% | $102,457+316.5% | $145,978+192.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.48% | 31.80%-12.3pp | 29.41%-9.9pp | 550.52%-531.0pp |
| Employer contribution / active EE | $18,667 | $3,613+416.6% | $3,022+517.7% | $4,662+300.4% |
| Participant deferral / active EE | $12,650 | $5,733+120.6% | $5,054+150.3% | $6,690+89.1% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |