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 | $386,568 | $217,432+77.8% | $185,851+108.0% | $167,553+130.7% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 14.92% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $2,478 | $5,874-57.8% | $5,168-52.1% | $4,840-48.8% |
| Participant deferral / active EE | $5,261 | $6,357-17.2% | $5,569-5.5% | $6,343-17.0% |
| Admin fee / account holder | -$7,712 | $19,820-138.9% | $16,245-147.5% | $12,316-162.6% |