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 | $470,353 | $212,386+121.5% | $199,883+135.3% | $138,895+238.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 59.29% | 47.75%+11.5pp | 43.81%+15.5pp | 145.39%-86.1pp |
| Employer contribution / active EE | $6,250 | $6,625-5.7% | $6,261-0.2% | $4,194+49.0% |
| Participant deferral / active EE | $24,500 | $9,617+154.8% | $9,138+168.1% | $6,396+283.0% |
| Admin fee / account holder | $1 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |