Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $405,334 | $162,136+150.0% | $152,301+166.1% | $154,746+161.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 28.69% | 91.02%-62.3pp | 80.50%-51.8pp | 172.34%-143.6pp |
| Employer contribution / active EE | $25,000 | $4,890+411.2% | $4,624+440.6% | $4,379+470.9% |
| Participant deferral / active EE | $23,500 | $8,341+181.7% | $8,004+193.6% | $6,730+249.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |