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 | $526,470 | $148,582+254.3% | $135,942+287.3% | $139,456+277.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 79.26%-63.9pp | 68.28%-53.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $5,109 | $5,245-2.6% | $4,858+5.2% | $4,753+7.5% |
| Participant deferral / active EE | $22,800 | $8,101+181.4% | $7,759+193.9% | $6,711+239.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |