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 | $320,856 | $106,247+202.0% | $96,515+232.4% | $139,466+130.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.29% | 38.47%-22.2pp | 35.73%-19.4pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,735 | $4,106-57.7% | $3,740-53.6% | $4,754-63.5% |
| Participant deferral / active EE | $7,122 | $5,456+30.6% | $4,880+46.0% | $6,712+6.1% |
| Admin fee / account holder | $117 | $7,885-98.5% | $6,735-98.3% | $11,409-99.0% |