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 | $294,301 | $183,516+60.4% | $155,534+89.2% | $145,884+101.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $5,234 | $5,315-1.5% | $4,675+12.0% | $4,662+12.3% |
| Participant deferral / active EE | $10,892 | $6,467+68.4% | $5,630+93.4% | $6,690+62.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |