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 | $334,647 | $67,619+394.9% | $54,791+510.8% | $158,966+110.5% |
| Participation rate | 85.7% | 80.6%+5.1pp | 65.0%+20.8pp | 82.0%+3.8pp |
| Annual return | 12.78% | 14.21%-1.4pp | 15.11%-2.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $10,337 | $4,142+149.6% | $3,035+240.6% | $4,762+117.0% |
| Participant deferral / active EE | $14,216 | $7,369+92.9% | $5,714+148.8% | $5,983+137.6% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,250-100.0% |