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 | $298,502 | $165,399+80.5% | $149,745+99.3% | $158,982+87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.38% | 348.34%-331.0pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $30,181 | $5,105+491.3% | $4,646+549.7% | $4,763+533.7% |
| Participant deferral / active EE | $15,080 | $7,183+109.9% | $6,843+120.4% | $5,983+152.0% |
| Admin fee / account holder | $61 | $10,811-99.4% | $9,312-99.3% | $11,252-99.5% |