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 | $408,674 | $176,077+132.1% | $159,455+156.3% | $167,518+144.0% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.35% | 331.83%-316.5pp | 263.63%-248.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $6,928 | $5,298+30.8% | $4,830+43.4% | $4,838+43.2% |
| Participant deferral / active EE | $13,028 | $7,751+68.1% | $7,353+77.2% | $6,342+105.4% |
| Admin fee / account holder | -$629 | $12,556-105.0% | $10,800-105.8% | $12,312-105.1% |