Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $274,146 | $211,105+29.9% | $178,449+53.6% | $145,978+87.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 23.95% | 30.19%-6.2pp | 27.09%-3.1pp | 550.52%-526.6pp |
| Employer contribution / active EE | $3,945 | $4,569-13.7% | $3,951-0.2% | $4,662-15.4% |
| Participant deferral / active EE | $22,289 | $6,959+220.3% | $6,277+255.1% | $6,690+233.2% |
| Admin fee / account holder | $122 | $12,017-99.0% | $10,362-98.8% | $13,400-99.1% |