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 | $282,782 | $156,398+80.8% | $147,318+92.0% | $138,895+103.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.77% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $8,184 | $4,853+68.6% | $4,593+78.2% | $4,194+95.1% |
| Participant deferral / active EE | $19,236 | $8,237+133.5% | $7,906+143.3% | $6,396+200.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |