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 | $291,035 | $217,432+33.9% | $185,851+56.6% | $167,553+73.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.05% | 148.43%-128.4pp | 122.11%-102.1pp | 478.89%-458.8pp |
| Employer contribution / active EE | $5,583 | $5,874-5.0% | $5,168+8.0% | $4,840+15.4% |
| Participant deferral / active EE | $21,006 | $6,357+230.4% | $5,569+277.2% | $6,343+231.2% |
| Admin fee / account holder | $22 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |