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 | $1,182,587 | $172,111+587.1% | $150,298+686.8% | $137,256+761.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 13.05% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,226 | $4,636+12.7% | $4,154+25.8% | $4,156+25.7% |
| Participant deferral / active EE | $3,548 | $6,166-42.5% | $5,453-34.9% | $6,407-44.6% |
| Admin fee / account holder | $21 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |