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 | $286,139 | $88,707+222.6% | $74,184+285.7% | $273,972+4.4% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 5.62% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,939 | $3,159+88.0% | $2,370+150.6% | $4,869+22.0% |
| Participant deferral / active EE | $11,030 | $4,212+161.9% | $3,550+210.7% | $5,287+108.6% |
| Admin fee / account holder | $112 | $8,717-98.7% | $5,586-98.0% | $10,133-98.9% |