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 | $297,125 | $884,045-66.4% | $453,569-34.5% | $167,536+77.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 78.0%+12.0pp | 82.1%+7.9pp |
| Annual return | 15.40% | 29.49%-14.1pp | 64.43%-49.0pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,901 | $5,538-47.6% | $4,072-28.8% | $4,839-40.1% |
| Participant deferral / active EE | $8,977 | $7,898+13.7% | $6,211+44.5% | $6,342+41.5% |
| Admin fee / account holder | $2 | $22,063-100.0% | $11,214-100.0% | $12,315-100.0% |