Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $270,470 | $105,623+156.1% | $87,502+209.1% | $273,972-1.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.54% | 12.26%-3.7pp | 12.21%-3.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $35,000 | $3,141+1014.5% | $2,550+1272.7% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $3,601+399.9% | $3,149+471.7% | $5,287+240.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |