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 | $350,374 | $172,111+103.6% | $150,298+133.1% | $137,256+155.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,790 | $4,636-61.4% | $4,154-56.9% | $4,156-56.9% |
| Participant deferral / active EE | $3,160 | $6,166-48.8% | $5,453-42.1% | $6,407-50.7% |
| Admin fee / account holder | $97 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |