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 | $375,146 | $212,386+76.6% | $199,883+87.7% | $138,895+170.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.27% | 47.75%-33.5pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $7,454 | $6,625+12.5% | $6,261+19.0% | $4,194+77.7% |
| Participant deferral / active EE | $17,591 | $9,617+82.9% | $9,138+92.5% | $6,396+175.0% |
| Admin fee / account holder | $113 | $18,233-99.4% | $17,268-99.3% | $12,562-99.1% |