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 | $260,491 | $162,812+60.0% | $133,971+94.4% | $158,966+63.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.99% | 41.94%-30.0pp | 45.09%-33.1pp | 302.95%-291.0pp |
| Employer contribution / active EE | $7,468 | $4,976+50.1% | $3,919+90.6% | $4,762+56.8% |
| Participant deferral / active EE | $8,000 | $5,910+35.4% | $5,047+58.5% | $5,983+33.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |