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 | $290,521 | $160,070+81.5% | $147,117+97.5% | $145,897+99.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.24% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,860 | $5,285-45.9% | $4,932-42.0% | $4,663-38.7% |
| Participant deferral / active EE | $9,639 | $8,419+14.5% | $8,065+19.5% | $6,689+44.1% |
| Admin fee / account holder | $19 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |