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 | $409,233 | $148,623+175.3% | $135,974+201.0% | $139,466+193.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.55% | 79.30%-62.7pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $12,984 | $5,246+147.5% | $4,859+167.2% | $4,754+173.1% |
| Participant deferral / active EE | $17,412 | $8,103+114.9% | $7,760+124.4% | $6,712+159.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |