Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $301,412 | $211,288+42.7% | $178,540+68.8% | $145,884+106.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.93% | 30.27%-8.3pp | 27.15%-5.2pp | 551.85%-529.9pp |
| Employer contribution / active EE | $15,000 | $4,574+228.0% | $3,953+279.5% | $4,662+221.7% |
| Participant deferral / active EE | $27,500 | $6,967+294.7% | $6,281+337.9% | $6,690+311.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |