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 | $370,912 | $172,758+114.7% | $149,600+147.9% | $138,895+167.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 12.12% | 181.17%-169.0pp | 129.59%-117.5pp | 145.39%-133.3pp |
| Employer contribution / active EE | $10,631 | $4,778+122.5% | $4,193+153.5% | $4,194+153.5% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |