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 | $367,097 | $212,386+72.8% | $199,883+83.7% | $138,895+164.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.47% | 47.75%-30.3pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,483 | $6,625-62.5% | $6,261-60.3% | $4,194-40.8% |
| Participant deferral / active EE | $9,848 | $9,617+2.4% | $9,138+7.8% | $6,396+54.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |