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 | $310,247 | $117,904+163.1% | $102,457+202.8% | $145,978+112.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.12% | 31.80%-7.7pp | 29.41%-5.3pp | 550.52%-526.4pp |
| Employer contribution / active EE | $35,000 | $3,613+868.6% | $3,022+1058.1% | $4,662+650.8% |
| Participant deferral / active EE | $30,500 | $5,733+432.0% | $5,054+503.4% | $6,690+355.9% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |