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 | $319,243 | $88,778+259.6% | $81,844+290.1% | $145,884+118.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.77% | 1033.03%-1022.3pp | 778.87%-768.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,716 | $3,087+52.8% | $2,916+61.7% | $4,662+1.1% |
| Participant deferral / active EE | $11,886 | $4,648+155.7% | $4,323+174.9% | $6,690+77.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |