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 | $289,681 | $162,136+78.7% | $152,301+90.2% | $154,746+87.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.93% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,231 | $4,890-33.9% | $4,624-30.1% | $4,379-26.2% |
| Participant deferral / active EE | $14,889 | $8,341+78.5% | $8,004+86.0% | $6,730+121.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |