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 | $275,071 | $196,972+39.7% | $182,262+50.9% | $198,609+38.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.35% | 158.27%-139.9pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $9,167 | $5,364+70.9% | $5,046+81.7% | $5,055+81.3% |
| Participant deferral / active EE | $12,650 | $8,643+46.4% | $8,276+52.8% | $6,977+81.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |