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 | $361,766 | $136,307+165.4% | $106,619+239.3% | $273,972+32.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.36% | 11.05%+0.3pp | 9.42%+1.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $15,900 | $5,190+206.4% | $3,947+302.9% | $4,869+226.6% |
| Participant deferral / active EE | $24,000 | $4,969+383.0% | $3,930+510.7% | $5,287+353.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |