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 | $304,097 | $165,399+83.9% | $149,745+103.1% | $158,982+91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $21,107 | $5,105+313.5% | $4,646+354.3% | $4,763+343.2% |
| Participant deferral / active EE | $11,420 | $7,183+59.0% | $6,843+66.9% | $5,983+90.9% |
| Admin fee / account holder | $229 | $10,811-97.9% | $9,312-97.5% | $11,252-98.0% |