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 | $356,725 | $139,948+154.9% | $121,663+193.2% | $154,746+130.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.26% | 230.52%-214.3pp | 147.54%-131.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,742 | $3,521+6.3% | $3,020+23.9% | $4,379-14.6% |
| Participant deferral / active EE | $17,245 | $5,629+206.4% | $4,887+252.9% | $6,730+156.2% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |