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 | $349,914 | $174,379+100.7% | $152,093+130.1% | $138,895+151.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.22% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,715 | $4,652-41.6% | $4,175-35.0% | $4,194-35.3% |
| Participant deferral / active EE | $4,785 | $6,159-22.3% | $5,451-12.2% | $6,396-25.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |