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 | $305,468 | $217,432+40.5% | $185,849+64.4% | $167,536+82.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.45% | 148.42%-130.0pp | 122.10%-103.6pp | 478.82%-460.4pp |
| Employer contribution / active EE | $13,157 | $5,875+124.0% | $5,169+154.6% | $4,839+171.9% |
| Participant deferral / active EE | $13,520 | $6,357+112.7% | $5,569+142.8% | $6,342+113.2% |
| Admin fee / account holder | $260 | $19,818-98.7% | $16,244-98.4% | $12,315-97.9% |