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 | $348,987 | $176,786+97.4% | $146,643+138.0% | $167,536+108.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 35.66% | 24.04%+11.6pp | 22.75%+12.9pp | 478.82%-443.2pp |
| Employer contribution / active EE | $13,872 | $5,161+168.8% | $4,137+235.3% | $4,839+186.7% |
| Participant deferral / active EE | $12,575 | $6,440+95.3% | $5,506+128.4% | $6,342+98.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |