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 | $253,281 | $183,592+38.0% | $155,574+62.8% | $145,877+73.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 20.05% | 61.37%-41.3pp | 64.87%-44.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,602 | $5,317-51.1% | $4,676-44.4% | $4,663-44.2% |
| Participant deferral / active EE | $7,362 | $6,466+13.8% | $5,629+30.8% | $6,691+10.0% |
| Admin fee / account holder | $1 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |