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 | $288,289 | $181,062+59.2% | $158,223+82.2% | $155,188+85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.94% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,482 | $4,565-67.5% | $4,109-63.9% | $4,248-65.1% |
| Participant deferral / active EE | $7,540 | $6,134+22.9% | $5,467+37.9% | $6,531+15.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |