Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $426,572 | $160,028+166.6% | $147,080+190.0% | $145,884+192.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 98.60%-88.3pp | 420.17%-409.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $5,853 | $5,286+10.7% | $4,933+18.6% | $4,662+25.5% |
| Participant deferral / active EE | $15,742 | $8,422+86.9% | $8,066+95.2% | $6,690+135.3% |
| Admin fee / account holder | $42 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |