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 | $392,195 | $228,352+71.8% | $185,835+111.0% | $158,966+146.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 28.25% | 40.81%-12.6pp | 35.96%-7.7pp | 302.95%-274.7pp |
| Employer contribution / active EE | $15,410 | $4,967+210.3% | $4,087+277.0% | $4,762+223.6% |
| Participant deferral / active EE | $13,885 | $6,416+116.4% | $5,633+146.5% | $5,983+132.1% |
| Admin fee / account holder | $190 | $11,867-98.4% | $9,502-98.0% | $11,250-98.3% |