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 | $356,511 | $201,372+77.0% | $184,260+93.5% | $145,884+144.4% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 12.04% | 29.04%-17.0pp | 28.84%-16.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $7,927 | $7,024+12.9% | $6,427+23.3% | $4,662+70.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |