Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $260,114 | $196,972+32.1% | $182,262+42.7% | $198,609+31.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.01% | 158.27%-147.3pp | 140.60%-129.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $10,843 | $5,364+102.2% | $5,046+114.9% | $5,055+114.5% |
| Participant deferral / active EE | $23,500 | $8,643+171.9% | $8,276+183.9% | $6,977+236.8% |
| Admin fee / account holder | $210 | $18,429-98.9% | $16,712-98.7% | $19,030-98.9% |