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 | $273,663 | $157,304+74.0% | $141,197+93.8% | $152,909+79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.11% | 64.34%-40.2pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $4,854 | $5,263-7.8% | $4,736+2.5% | $4,764+1.9% |
| Participant deferral / active EE | $8,950 | $7,111+25.9% | $6,710+33.4% | $5,851+53.0% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |