Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $256,257 | $202,342+26.6% | $172,753+48.3% | $152,909+67.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.21% | 1029.88%-1010.7pp | 803.00%-783.8pp | 345.46%-326.3pp |
| Employer contribution / active EE | $19,618 | $5,857+234.9% | $5,144+281.4% | $4,764+311.8% |
| Participant deferral / active EE | $14,125 | $5,948+137.5% | $5,198+171.8% | $5,851+141.4% |
| Admin fee / account holder | $101 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |