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 | $724,899 | $165,399+338.3% | $149,745+384.1% | $158,982+356.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.74% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $14,764 | $5,105+189.2% | $4,646+217.8% | $4,763+210.0% |
| Participant deferral / active EE | $15,046 | $7,183+109.5% | $6,843+119.9% | $5,983+151.5% |
| Admin fee / account holder | $8 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |