Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $317,630 | $176,120+80.3% | $159,487+99.2% | $167,553+89.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.81% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $3,415 | $5,299-35.6% | $4,831-29.3% | $4,840-29.4% |
| Participant deferral / active EE | $12,600 | $7,752+62.5% | $7,354+71.3% | $6,343+98.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |