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 | $334,875 | $115,814+189.1% | $101,275+230.7% | $158,982+110.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.20% | 56.16%-33.0pp | 46.48%-23.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $4,819 | $4,176+15.4% | $3,660+31.7% | $4,763+1.2% |
| Participant deferral / active EE | $13,900 | $4,958+180.3% | $4,371+218.0% | $5,983+132.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |