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 | $430,840 | $183,988+134.2% | $162,177+165.7% | $152,897+181.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.46% | 150.79%-126.3pp | 115.60%-91.1pp | 345.43%-321.0pp |
| Employer contribution / active EE | $19,520 | $6,370+206.4% | $5,613+247.8% | $4,764+309.8% |
| Participant deferral / active EE | $9,837 | $8,032+22.5% | $7,297+34.8% | $5,851+68.1% |
| Admin fee / account holder | $104 | $13,123-99.2% | $10,843-99.0% | $11,599-99.1% |