Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $283,283 | $183,592+54.3% | $155,574+82.1% | $145,877+94.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.33% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $6,222 | $5,317+17.0% | $4,676+33.1% | $4,663+33.4% |
| Participant deferral / active EE | $4,536 | $6,466-29.9% | $5,629-19.4% | $6,691-32.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |