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 | $314,782 | $197,603+59.3% | $177,827+77.0% | $158,950+98.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.93% | 58.76%-43.8pp | 48.32%-33.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $16,428 | $6,698+145.3% | $5,918+177.6% | $4,762+245.0% |
| Participant deferral / active EE | $9,166 | $8,404+9.1% | $7,713+18.8% | $5,983+53.2% |
| Admin fee / account holder | $6 | $15,402-100.0% | $12,429-100.0% | $11,248-99.9% |