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 | $444,301 | $108,897+308.0% | $100,378+342.6% | $145,877+204.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 58.17%-42.9pp | 49.41%-34.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $6,889 | $4,420+55.9% | $3,942+74.8% | $4,663+47.7% |
| Participant deferral / active EE | $14,056 | $8,455+66.3% | $8,087+73.8% | $6,691+110.1% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |