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 | $264,756 | $202,463+30.8% | $169,397+56.3% | $139,487+89.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 532.64%-513.1pp | 406.23%-386.6pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,723 | $4,694-42.0% | $4,013-32.2% | $4,755-42.7% |
| Participant deferral / active EE | $12,563 | $6,941+81.0% | $6,223+101.9% | $6,713+87.1% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |