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 | $261,330 | $123,793+111.1% | $177,840+46.9% | $79,852+227.3% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 14.25% | 22.82%-8.6pp | 48.32%-34.1pp | 31.72%-17.5pp |
| Employer contribution / active EE | $5,443 | $4,095+32.9% | $5,919-8.0% | $2,471+120.3% |
| Participant deferral / active EE | $12,829 | $5,956+115.4% | $7,714+66.3% | $3,740+243.0% |
| Admin fee / account holder | $95 | $7,243-98.7% | $12,431-99.2% | $5,306-98.2% |