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 | $281,881 | $227,633+23.8% | $189,597+48.7% | $167,553+68.2% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.7pp |
| Annual return | 12.88% | 78.45%-65.6pp | 64.20%-51.3pp | 478.89%-466.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,129 | $7,003+73.2% | $6,174+96.5% | $6,343+91.2% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |