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 | $710,901 | $226,090+214.4% | $182,531+289.5% | $152,885+365.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 11.95% | 192.57%-180.6pp | 148.57%-136.6pp | 345.39%-333.4pp |
| Employer contribution / active EE | $24,500 | $4,978+392.2% | $4,075+501.2% | $4,763+414.4% |
| Participant deferral / active EE | $19,250 | $6,369+202.2% | $5,525+248.4% | $5,851+229.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |