Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $313,213 | $289,211+8.3% | $260,467+20.3% | $198,609+57.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.90% | 112.90%-96.0pp | 100.60%-83.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $7,826 | $4,663+67.8% | $4,239+84.6% | $5,055+54.8% |
| Participant deferral / active EE | $25,662 | $6,812+276.7% | $6,319+306.1% | $6,977+267.8% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |