Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $289,785 | $117,829+145.9% | $102,423+182.9% | $145,877+98.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 418.75% | 31.83%+386.9pp | 29.42%+389.3pp | 551.28%-132.5pp |
| Employer contribution / active EE | $3,219 | $3,615-10.9% | $3,023+6.5% | $4,663-31.0% |
| Participant deferral / active EE | $11,650 | $5,732+103.2% | $5,054+130.5% | $6,691+74.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |