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 | $298,296 | $201,370+48.1% | $184,256+61.9% | $145,897+104.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.18% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $30,467 | $7,024+333.8% | $6,427+374.0% | $4,663+553.4% |
| Participant deferral / active EE | $8,333 | $9,808-15.0% | $9,133-8.8% | $6,689+24.6% |
| Admin fee / account holder | $119 | $16,364-99.3% | $13,899-99.1% | $13,390-99.1% |