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 | $395,269 | $183,516+115.4% | $155,534+154.1% | $145,884+170.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $24,518 | $5,315+361.3% | $4,675+424.5% | $4,662+425.9% |
| Participant deferral / active EE | $22,798 | $6,467+252.6% | $5,630+304.9% | $6,690+240.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |