Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $377,111 | $106,247+254.9% | $96,515+290.7% | $139,466+170.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.96% | 38.47%-27.5pp | 35.73%-24.8pp | 373.66%-362.7pp |
| Employer contribution / active EE | $3,293 | $4,106-19.8% | $3,740-11.9% | $4,754-30.7% |
| Participant deferral / active EE | $1,843 | $5,456-66.2% | $4,880-62.2% | $6,712-72.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |