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 | $581,280 | $176,402+229.5% | $134,162+333.3% | $158,982+265.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.15% | 63.66%-53.5pp | 36.35%-26.2pp | 302.99%-292.8pp |
| Employer contribution / active EE | $27,167 | $5,042+438.8% | $3,705+633.3% | $4,763+470.4% |
| Participant deferral / active EE | $17,331 | $4,093+323.5% | $3,500+395.2% | $5,983+189.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |