Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $307,322 | $100,970+204.4% | $96,576+218.2% | $137,256+123.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.12% | 38.16%-21.0pp | 38.47%-21.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,848 | $3,809+27.3% | $3,553+36.5% | $4,156+16.7% |
| Participant deferral / active EE | $15,000 | $8,286+81.0% | $7,956+88.5% | $6,407+134.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |