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 | $270,125 | $166,131+62.6% | $164,975+63.7% | $145,877+85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.68% | 100.37%-79.7pp | 70.12%-49.4pp | 551.28%-530.6pp |
| Employer contribution / active EE | $8,715 | $5,276+65.2% | $4,343+100.7% | $4,663+86.9% |
| Participant deferral / active EE | $8,153 | $6,962+17.1% | $6,033+35.1% | $6,691+21.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |