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 | $410,718 | $209,336+96.2% | $197,124+108.4% | $137,256+199.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.55% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,807 | $6,591+64.0% | $6,227+73.5% | $4,156+160.0% |
| Participant deferral / active EE | $6,432 | $9,614-33.1% | $9,135-29.6% | $6,407+0.4% |
| Admin fee / account holder | $7 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |