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 | $440,916 | $227,291+94.0% | $214,702+105.4% | $155,188+184.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 10.58% | 60.08%-49.5pp | 54.55%-44.0pp | 148.84%-138.3pp |
| Employer contribution / active EE | $6,120 | $6,772-9.6% | $6,461-5.3% | $4,248+44.1% |
| Participant deferral / active EE | $4,042 | $9,582-57.8% | $9,147-55.8% | $6,531-38.1% |
| Admin fee / account holder | $126 | $20,413-99.4% | $19,830-99.4% | $14,480-99.1% |