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 | $292,365 | $275,752+6.0% | $256,809+13.8% | $198,609+47.2% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 15.86% | 34.81%-19.0pp | 32.73%-16.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $10,752 | $7,721+39.3% | $7,263+48.0% | $5,055+112.7% |
| Participant deferral / active EE | $18,254 | $10,037+81.9% | $9,520+91.8% | $6,977+161.6% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |