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 | $296,509 | $183,592+61.5% | $155,567+90.6% | $145,959+103.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.55% | 61.24%-31.7pp | 64.74%-35.2pp | 561.95%-532.4pp |
| Employer contribution / active EE | $1,654 | $5,315-68.9% | $4,674-64.6% | $4,661-64.5% |
| Participant deferral / active EE | $17,506 | $6,464+170.8% | $5,628+211.1% | $6,689+161.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |