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 | $396,553 | $197,625+100.7% | $177,840+123.0% | $158,966+149.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 24.44% | 58.76%-34.3pp | 48.32%-23.9pp | 302.95%-278.5pp |
| Employer contribution / active EE | $15,313 | $6,698+128.6% | $5,919+158.7% | $4,762+221.5% |
| Participant deferral / active EE | $12,438 | $8,405+48.0% | $7,714+61.2% | $5,983+107.9% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |