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 | $388,406 | $165,361+134.9% | $149,715+159.4% | $158,950+144.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.45% | 348.24%-331.8pp | 276.66%-260.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $4,605 | $5,103-9.8% | $4,645-0.9% | $4,762-3.3% |
| Participant deferral / active EE | $14,810 | $7,182+106.2% | $6,842+116.5% | $5,983+147.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |