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 | $403,576 | $183,627+119.8% | $155,602+159.4% | $145,978+176.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 61.32%-47.8pp | 64.81%-51.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $9,041 | $5,316+70.1% | $4,675+93.4% | $4,662+93.9% |
| Participant deferral / active EE | $22,229 | $6,466+243.8% | $5,629+294.9% | $6,690+232.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |