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 | $314,760 | $183,988+71.1% | $162,177+94.1% | $152,897+105.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 23.85% | 150.79%-126.9pp | 115.60%-91.8pp | 345.43%-321.6pp |
| Employer contribution / active EE | $6,391 | $6,370+0.3% | $5,613+13.9% | $4,764+34.2% |
| Participant deferral / active EE | $14,746 | $8,032+83.6% | $7,297+102.1% | $5,851+152.0% |
| Admin fee / account holder | $8 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |