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 | $373,109 | $129,737+187.6% | $119,126+213.2% | $154,746+141.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.89% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $9,223 | $4,375+110.8% | $4,034+128.7% | $4,379+110.6% |
| Participant deferral / active EE | $16,887 | $5,842+189.1% | $5,318+217.5% | $6,730+150.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |