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 | $280,876 | $183,988+52.7% | $162,177+73.2% | $152,897+83.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 17.92% | 150.79%-132.9pp | 115.60%-97.7pp | 345.43%-327.5pp |
| Employer contribution / active EE | $15,039 | $6,370+136.1% | $5,613+167.9% | $4,764+215.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $133 | $13,123-99.0% | $10,843-98.8% | $11,599-98.9% |