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 | $392,315 | $202,326+93.9% | $172,745+127.1% | $152,870+156.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 20.44% | 1029.72%-1009.3pp | 802.90%-782.5pp | 345.34%-324.9pp |
| Employer contribution / active EE | $1,808 | $5,858-69.1% | $5,144-64.9% | $4,763-62.0% |
| Participant deferral / active EE | $3,290 | $5,948-44.7% | $5,197-36.7% | $5,850-43.8% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |