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 | $271,343 | $148,629+82.6% | $135,982+99.5% | $139,487+94.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.26% | 79.33%-66.1pp | 68.32%-55.1pp | 373.84%-360.6pp |
| Employer contribution / active EE | $14,936 | $5,247+184.7% | $4,859+207.4% | $4,755+214.1% |
| Participant deferral / active EE | $18,667 | $8,102+130.4% | $7,760+140.6% | $6,713+178.1% |
| Admin fee / account holder | $42 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |