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 | $317,465 | $153,769+106.5% | $133,975+137.0% | $273,972+15.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.13% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,546 | $6,029-74.4% | $5,211-70.3% | $4,869-68.3% |
| Participant deferral / active EE | $18,854 | $6,958+171.0% | $6,282+200.1% | $5,287+256.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |