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 | $267,834 | $175,259+52.8% | $149,723+78.9% | $139,487+92.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.57% | 166.82%-146.3pp | 134.50%-113.9pp | 373.84%-353.3pp |
| Employer contribution / active EE | $22,438 | $5,478+309.6% | $4,821+365.4% | $4,755+371.9% |
| Participant deferral / active EE | $12,897 | $6,522+97.8% | $5,682+127.0% | $6,713+92.1% |
| Admin fee / account holder | $18 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |