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 | $486,010 | $183,539+164.8% | $155,556+212.4% | $145,897+233.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.39% | 61.31%-28.9pp | 64.84%-32.4pp | 552.29%-519.9pp |
| Employer contribution / active EE | $47,281 | $5,315+789.5% | $4,675+911.3% | $4,663+914.1% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,631+116.7% | $6,689+82.4% |
| Admin fee / account holder | $4 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |