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 | $267,897 | $160,070+67.4% | $147,117+82.1% | $145,897+83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $14,576 | $5,285+175.8% | $4,932+195.5% | $4,663+212.6% |
| Participant deferral / active EE | $14,479 | $8,419+72.0% | $8,065+79.5% | $6,689+116.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |