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 | $276,533 | $177,353+55.9% | $158,226+74.8% | $198,609+39.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.18% | 599.50%-584.3pp | 501.41%-486.2pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,261 | $3,239+0.7% | $2,986+9.2% | $5,055-35.5% |
| Participant deferral / active EE | $16,281 | $4,615+252.8% | $4,317+277.1% | $6,977+133.4% |
| Admin fee / account holder | $13 | $10,960-99.9% | $10,217-99.9% | $19,030-99.9% |