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 | $330,943 | $185,883+78.0% | $170,043+94.6% | $139,466+137.3% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 16.98% | 60.54%-43.6pp | 53.40%-36.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,440 | $7,596-54.7% | $6,790-49.3% | $4,754-27.6% |
| Participant deferral / active EE | $7,035 | $11,626-39.5% | $10,410-32.4% | $6,712+4.8% |
| Admin fee / account holder | $2 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |