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 | $268,739 | $106,247+152.9% | $96,515+178.4% | $139,466+92.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.18% | 38.47%-18.3pp | 35.73%-15.5pp | 373.66%-353.5pp |
| Employer contribution / active EE | $6,738 | $4,106+64.1% | $3,740+80.2% | $4,754+41.7% |
| Participant deferral / active EE | $17,957 | $5,456+229.1% | $4,880+268.0% | $6,712+167.5% |
| Admin fee / account holder | $34 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |