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 | $362,251 | $185,883+94.9% | $170,043+113.0% | $139,466+159.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.58% | 60.54%-49.0pp | 53.40%-41.8pp | 373.66%-362.1pp |
| Employer contribution / active EE | $53,000 | $7,596+597.7% | $6,790+680.6% | $4,754+1014.9% |
| Participant deferral / active EE | $31,400 | $11,626+170.1% | $10,410+201.6% | $6,712+367.8% |
| Admin fee / account holder | $160 | $15,393-99.0% | $12,824-98.8% | $11,409-98.6% |