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 | $114,119+238.9% | $107,187+260.8% | $138,895+178.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.02% | 273.21%-253.2pp | 204.55%-184.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $15,191 | $4,059+274.3% | $3,782+301.6% | $4,194+262.2% |
| Participant deferral / active EE | $17,874 | $5,538+222.8% | $5,096+250.7% | $6,396+179.4% |
| Admin fee / account holder | $5 | $10,024-100.0% | $9,162-99.9% | $12,562-100.0% |