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 | $108,912+307.9% | $100,383+342.6% | $145,959+204.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 57.96%-42.7pp | 49.26%-34.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $6,889 | $4,423+55.8% | $3,944+74.7% | $4,661+47.8% |
| Participant deferral / active EE | $14,056 | $8,451+66.3% | $8,086+73.8% | $6,689+110.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |