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 | $349,967 | $210,698+66.1% | $178,014+96.6% | $145,959+139.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.15% | 386.27%-363.1pp | 294.80%-271.6pp | 561.95%-538.8pp |
| Employer contribution / active EE | $11,707 | $4,567+156.3% | $3,950+196.4% | $4,661+151.2% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,276+94.4% | $6,689+82.4% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |