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 | $268,879 | $160,028+68.0% | $147,080+82.8% | $145,884+84.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 15.69% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $3,853 | $5,286-27.1% | $4,933-21.9% | $4,662-17.4% |
| Participant deferral / active EE | $7,114 | $8,422-15.5% | $8,066-11.8% | $6,690+6.3% |
| Admin fee / account holder | $17 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |