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 | $484,909 | $157,296+208.3% | $141,191+243.4% | $152,897+217.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.91% | 64.34%-31.4pp | 71.41%-38.5pp | 345.43%-312.5pp |
| Employer contribution / active EE | $37,000 | $5,262+603.1% | $4,736+681.3% | $4,764+676.7% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $274 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |