Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $296,941 | $211,224+40.6% | $178,505+66.3% | $145,897+103.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.16% | 30.28%-18.1pp | 27.16%-15.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $14,375 | $4,577+214.1% | $3,955+263.5% | $4,663+208.3% |
| Participant deferral / active EE | $16,506 | $6,966+137.0% | $6,280+162.8% | $6,689+146.8% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |