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 | $329,911 | $184,000+79.3% | $162,185+103.4% | $152,909+115.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.23% | 150.80%-126.6pp | 115.61%-91.4pp | 345.46%-321.2pp |
| Employer contribution / active EE | $4,007 | $6,370-37.1% | $5,613-28.6% | $4,764-15.9% |
| Participant deferral / active EE | $8,630 | $8,033+7.4% | $7,297+18.3% | $5,851+47.5% |
| Admin fee / account holder | $3 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |