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 | $460,721 | $183,592+150.9% | $155,567+196.2% | $145,959+215.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 53.74% | 61.24%-7.5pp | 64.74%-11.0pp | 561.95%-508.2pp |
| Employer contribution / active EE | $6,755 | $5,315+27.1% | $4,674+44.5% | $4,661+44.9% |
| Participant deferral / active EE | $10,829 | $6,464+67.5% | $5,628+92.4% | $6,689+61.9% |
| Admin fee / account holder | $295 | $19,318-98.5% | $15,916-98.1% | $13,398-97.8% |