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 | $300,808 | $166,268+80.9% | $165,100+82.2% | $145,897+106.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.91% | 100.52%-84.6pp | 70.21%-54.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $11,870 | $5,284+124.7% | $4,348+173.0% | $4,663+154.6% |
| Participant deferral / active EE | $8,019 | $6,964+15.1% | $6,035+32.9% | $6,689+19.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |