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 | $294,787 | $148,629+98.3% | $135,982+116.8% | $139,487+111.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 20.02% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $5,781 | $5,247+10.2% | $4,859+19.0% | $4,755+21.6% |
| Participant deferral / active EE | $15,131 | $8,102+86.7% | $7,760+95.0% | $6,713+125.4% |
| Admin fee / account holder | $285 | $12,406-97.7% | $10,767-97.4% | $11,407-97.5% |