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 | $412,962 | $165,399+149.7% | $149,745+175.8% | $158,982+159.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.06% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $34,151 | $5,105+569.0% | $4,646+635.1% | $4,763+617.0% |
| Participant deferral / active EE | $15,018 | $7,183+109.1% | $6,843+119.5% | $5,983+151.0% |
| Admin fee / account holder | $83 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |