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 | $253,832 | $175,231+44.9% | $149,696+69.6% | $139,466+82.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $9,902 | $5,478+80.8% | $4,821+105.4% | $4,754+108.3% |
| Participant deferral / active EE | $5,983 | $6,521-8.3% | $5,682+5.3% | $6,712-10.9% |
| Admin fee / account holder | $58 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |