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 | $335,562 | $183,592+82.8% | $155,574+115.7% | $145,877+130.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 17.51% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,456 | $5,317-72.6% | $4,676-68.9% | $4,663-68.8% |
| Participant deferral / active EE | $5,354 | $6,466-17.2% | $5,629-4.9% | $6,691-20.0% |
| Admin fee / account holder | $263 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |