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 | $294,102 | $160,070+83.7% | $147,117+99.9% | $145,897+101.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.32% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $7,370 | $5,285+39.5% | $4,932+49.4% | $4,663+58.1% |
| Participant deferral / active EE | $17,833 | $8,419+111.8% | $8,065+121.1% | $6,689+166.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |