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 | $386,709 | $134,817+186.8% | $123,973+211.9% | $155,188+149.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.02% | 515.49%-495.5pp | 388.13%-368.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $15,191 | $4,425+243.3% | $4,126+268.2% | $4,248+257.6% |
| Participant deferral / active EE | $17,874 | $5,706+213.2% | $5,247+240.7% | $6,531+173.7% |
| Admin fee / account holder | $5 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |