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 | $380,493 | $185,883+104.7% | $170,043+123.8% | $139,466+172.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.86% | 60.54%-43.7pp | 53.40%-36.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $10,910 | $7,596+43.6% | $6,790+60.7% | $4,754+129.5% |
| Participant deferral / active EE | $15,246 | $11,626+31.1% | $10,410+46.4% | $6,712+127.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |