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 | $701,499 | $212,386+230.3% | $199,883+251.0% | $138,895+405.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.01% | 47.75%-31.7pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,842 | $6,625-72.2% | $6,261-70.6% | $4,194-56.1% |
| Participant deferral / active EE | $11,371 | $9,617+18.2% | $9,138+24.4% | $6,396+77.8% |
| Admin fee / account holder | $274 | $18,233-98.5% | $17,268-98.4% | $12,562-97.8% |