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 | $560,844 | $171,492+227.0% | $150,734+272.1% | $198,609+182.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 17.93% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,635 | $5,470-51.8% | $4,918-46.4% | $5,055-47.9% |
| Participant deferral / active EE | $13,257 | $6,259+111.8% | $5,610+136.3% | $6,977+90.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |