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 | $305,646 | $202,342+51.1% | $172,752+76.9% | $152,897+99.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 15.44% | 1029.83%-1014.4pp | 802.97%-787.5pp | 345.43%-330.0pp |
| Employer contribution / active EE | $4,132 | $5,858-29.5% | $5,144-19.7% | $4,764-13.3% |
| Participant deferral / active EE | $5,785 | $5,948-2.7% | $5,198+11.3% | $5,851-1.1% |
| Admin fee / account holder | $1 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |