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 | $302,135 | $208,088+45.2% | $186,193+62.3% | $154,746+95.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.27% | 89.97%-70.7pp | 78.03%-58.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $7,410 | $4,340+70.7% | $3,918+89.1% | $4,379+69.2% |
| Participant deferral / active EE | $9,255 | $7,078+30.8% | $6,513+42.1% | $6,730+37.5% |
| Admin fee / account holder | $51 | $11,698-99.6% | $11,058-99.5% | $14,365-99.6% |