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 | $270,539 | $153,311+76.5% | $109,313+147.5% | $273,972-1.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.31% | 29.86%-22.5pp | 22.07%-14.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,938 | $5,619+76.9% | $3,892+155.4% | $4,869+104.1% |
| Participant deferral / active EE | $11,120 | $3,932+182.8% | $3,166+251.2% | $5,287+110.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |