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 | $478,597 | $183,592+160.7% | $155,567+207.6% | $145,959+227.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 9.67% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,392 | $5,315-55.0% | $4,674-48.8% | $4,661-48.7% |
| Participant deferral / active EE | $5,103 | $6,464-21.1% | $5,628-9.3% | $6,689-23.7% |
| Admin fee / account holder | $97 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |