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 | $419,917 | $126,661+231.5% | $113,397+270.3% | $138,895+202.3% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 15.33% | 25.05%-9.7pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,019 | $3,456-41.6% | $2,977-32.2% | $4,194-51.9% |
| Participant deferral / active EE | $5,955 | $5,693+4.6% | $5,076+17.3% | $6,396-6.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |