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 | $262,295 | $169,237+55.0% | $129,339+102.8% | $145,978+79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.15% | 14364.43%-14342.3pp | 9437.05%-9414.9pp | 550.52%-528.4pp |
| Employer contribution / active EE | $6,463 | $5,540+16.7% | $4,154+55.6% | $4,662+38.6% |
| Participant deferral / active EE | $13,194 | $4,991+164.3% | $4,170+216.4% | $6,690+97.2% |
| Admin fee / account holder | $194 | $9,882-98.0% | $7,668-97.5% | $13,400-98.6% |