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 | $287,489 | $185,856+54.7% | $170,028+69.1% | $139,456+106.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 44.84% | 60.52%-15.7pp | 53.39%-8.5pp | 373.45%-328.6pp |
| Employer contribution / active EE | $10,499 | $7,593+38.3% | $6,788+54.7% | $4,753+120.9% |
| Participant deferral / active EE | $13,791 | $11,623+18.6% | $10,409+32.5% | $6,711+105.5% |
| Admin fee / account holder | $18 | $15,387-99.9% | $12,820-99.9% | $11,407-99.8% |