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 | $276,698 | $217,432+27.3% | $185,849+48.9% | $167,536+65.2% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 16.05% | 148.42%-132.4pp | 122.10%-106.0pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,989 | $5,875-15.1% | $5,169-3.5% | $4,839+3.1% |
| Participant deferral / active EE | $13,291 | $6,357+109.1% | $5,569+138.7% | $6,342+109.6% |
| Admin fee / account holder | $190 | $19,818-99.0% | $16,244-98.8% | $12,315-98.5% |