Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $289,785 | $117,859+145.9% | $102,438+182.9% | $145,959+98.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 418.75% | 31.72%+387.0pp | 29.37%+389.4pp | 561.95%-143.2pp |
| Employer contribution / active EE | $3,219 | $3,615-10.9% | $3,024+6.5% | $4,661-30.9% |
| Participant deferral / active EE | $11,650 | $5,732+103.2% | $5,054+130.5% | $6,689+74.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |