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 | $377,159 | $185,883+102.9% | $170,043+121.8% | $139,466+170.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.22% | 60.54%-42.3pp | 53.40%-35.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,675 | $7,596-64.8% | $6,790-60.6% | $4,754-43.7% |
| Participant deferral / active EE | $18,866 | $11,626+62.3% | $10,410+81.2% | $6,712+181.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |