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 | $285,531 | $89,259+219.9% | $107,187+166.4% | $82,637+245.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.11% | 21.02%-7.9pp | 204.55%-191.4pp | 53.51%-40.4pp |
| Employer contribution / active EE | $8,211 | $3,080+166.6% | $3,782+117.1% | $2,552+221.7% |
| Participant deferral / active EE | $9,292 | $4,037+130.2% | $5,096+82.3% | $4,126+125.2% |
| Admin fee / account holder | $165 | $7,381-97.8% | $9,162-98.2% | $7,339-97.7% |