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 | $360,300 | $157,296+129.1% | $141,191+155.2% | $152,897+135.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.69% | 64.34%-29.7pp | 71.41%-36.7pp | 345.43%-310.7pp |
| Employer contribution / active EE | $7,918 | $5,262+50.5% | $4,736+67.2% | $4,764+66.2% |
| Participant deferral / active EE | $9,154 | $7,111+28.7% | $6,710+36.4% | $5,851+56.5% |
| Admin fee / account holder | $92 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |