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 | $429,078 | $174,379+146.1% | $152,093+182.1% | $138,895+208.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.93% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $11,606 | $4,652+149.5% | $4,175+178.0% | $4,194+176.7% |
| Participant deferral / active EE | $8,280 | $6,159+34.4% | $5,451+51.9% | $6,396+29.5% |
| Admin fee / account holder | $198 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |