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 | $570,466 | $154,228+269.9% | $145,433+292.3% | $137,256+315.6% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 16.89% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $10,545 | $4,804+119.5% | $4,554+131.5% | $4,156+153.7% |
| Participant deferral / active EE | $11,188 | $8,216+36.2% | $7,897+41.7% | $6,407+74.6% |
| Admin fee / account holder | $249 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |