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 | $324,999 | $227,399+42.9% | $189,758+71.3% | $198,609+63.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 9.83% | 61.03%-51.2pp | 52.62%-42.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $12,128 | $5,526+119.5% | $4,767+154.4% | $5,055+139.9% |
| Participant deferral / active EE | $9,390 | $6,837+37.3% | $5,856+60.4% | $6,977+34.6% |
| Admin fee / account holder | $243 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |