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 | $272,225 | $87,834+209.9% | $133,979+103.2% | $62,881+332.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 7.50% | 12.05%-4.5pp | 29.30%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,546 | $3,482+1.8% | $5,211-32.0% | $2,281+55.5% |
| Participant deferral / active EE | $6,890 | $4,812+43.2% | $6,282+9.7% | $3,203+115.1% |
| Admin fee / account holder | $148 | $5,372-97.2% | $9,324-98.4% | $4,296-96.6% |