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 | $490,891 | $180,749+171.6% | $160,784+205.3% | $137,256+257.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 16.19% | 2234.46%-2218.3pp | 1803.92%-1787.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $19,302 | $4,155+364.5% | $3,733+417.1% | $4,156+364.4% |
| Participant deferral / active EE | $12,450 | $6,844+81.9% | $6,293+97.8% | $6,407+94.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |