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 | $256,598 | $202,342+26.8% | $172,752+48.5% | $152,897+67.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 26.45% | 1029.83%-1003.4pp | 802.97%-776.5pp | 345.43%-319.0pp |
| Employer contribution / active EE | $6,512 | $5,858+11.2% | $5,144+26.6% | $4,764+36.7% |
| Participant deferral / active EE | $8,334 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |