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 | $342,536 | $185,883+84.3% | $170,043+101.4% | $139,466+145.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.60% | 60.54%-40.9pp | 53.40%-33.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $36,658 | $7,596+382.6% | $6,790+439.9% | $4,754+671.1% |
| Participant deferral / active EE | $24,167 | $11,626+107.9% | $10,410+132.1% | $6,712+260.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |