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 | $297,411 | $165,399+79.8% | $149,745+98.6% | $158,982+87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.99% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $4,981 | $5,105-2.4% | $4,646+7.2% | $4,763+4.6% |
| Participant deferral / active EE | $5,917 | $7,183-17.6% | $6,843-13.5% | $5,983-1.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |