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 | $389,716 | $160,040+143.5% | $147,096+164.9% | $145,877+167.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 19.04% | 98.49%-79.5pp | 419.75%-400.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $9,395 | $5,289+77.6% | $4,936+90.3% | $4,663+101.5% |
| Participant deferral / active EE | $21,961 | $8,429+160.5% | $8,071+172.1% | $6,691+228.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |