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 | $602,333 | $209,425+187.6% | $178,499+237.4% | $158,966+278.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.46% | 188.80%-182.3pp | 151.10%-144.6pp | 302.95%-296.5pp |
| Employer contribution / active EE | $18,352 | $5,707+221.6% | $5,011+266.2% | $4,762+285.3% |
| Participant deferral / active EE | $13,563 | $5,955+127.8% | $5,202+160.7% | $5,983+126.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |