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 | $264,974 | $185,905+42.5% | $170,057+55.8% | $139,487+90.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.39% | 60.56%-43.2pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $13,889 | $7,597+82.8% | $6,790+104.5% | $4,755+192.1% |
| Participant deferral / active EE | $10,400 | $11,627-10.6% | $10,411-0.1% | $6,713+54.9% |
| Admin fee / account holder | $7 | $15,397-100.0% | $12,826-99.9% | $11,407-99.9% |