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 | $267,022 | $172,111+55.1% | $150,298+77.7% | $137,256+94.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $11,086 | $4,636+139.1% | $4,154+166.9% | $4,156+166.8% |
| Participant deferral / active EE | $8,657 | $6,166+40.4% | $5,453+58.8% | $6,407+35.1% |
| Admin fee / account holder | -$119 | $16,471-100.7% | $14,116-100.8% | $12,270-101.0% |