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 | $321,365 | $96,956+231.5% | $69,779+360.5% | $273,972+17.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.90% | 12.93%-8.0pp | 12.99%-8.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $7,952 | $3,316+139.8% | $2,338+240.1% | $4,869+63.3% |
| Participant deferral / active EE | $10,000 | $3,744+167.1% | $2,931+241.2% | $5,287+89.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |