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 | $319,240 | $175,259+82.2% | $149,723+113.2% | $139,487+128.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.40% | 166.82%-144.4pp | 134.50%-112.1pp | 373.84%-351.4pp |
| Employer contribution / active EE | $7,662 | $5,478+39.9% | $4,821+58.9% | $4,755+61.2% |
| Participant deferral / active EE | $7,370 | $6,522+13.0% | $5,682+29.7% | $6,713+9.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |