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 | $338,688 | $112,729+200.4% | $98,716+243.1% | $137,256+146.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.36% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $11,712 | $2,725+329.8% | $2,279+414.0% | $4,156+181.8% |
| Participant deferral / active EE | $6,241 | $4,640+34.5% | $4,048+54.2% | $6,407-2.6% |
| Admin fee / account holder | $179 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |