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 | $307,639 | $183,592+67.6% | $155,574+97.7% | $145,877+110.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $5,457 | $5,317+2.6% | $4,676+16.7% | $4,663+17.0% |
| Participant deferral / active EE | $3,303 | $6,466-48.9% | $5,629-41.3% | $6,691-50.6% |
| Admin fee / account holder | $13 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |