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 | $331,215 | $115,810+186.0% | $101,271+227.1% | $158,966+108.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.04% | 56.15%-35.1pp | 46.48%-25.4pp | 302.95%-281.9pp |
| Employer contribution / active EE | $10,112 | $4,175+142.2% | $3,660+176.3% | $4,762+112.3% |
| Participant deferral / active EE | $5,932 | $4,958+19.6% | $4,371+35.7% | $5,983-0.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |