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 | $305,087 | $183,516+66.2% | $155,534+96.2% | $145,884+109.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $20,700 | $5,315+289.5% | $4,675+342.8% | $4,662+344.0% |
| Participant deferral / active EE | $25,500 | $6,467+294.3% | $5,630+352.9% | $6,690+281.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |