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 | $362,018 | $99,345+264.4% | $84,753+327.1% | $273,972+32.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.79% | 22.93%-11.1pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $11,696 | $4,214+177.6% | $3,574+227.2% | $4,869+140.2% |
| Participant deferral / active EE | $9,659 | $4,270+126.2% | $3,712+160.2% | $5,287+82.7% |
| Admin fee / account holder | $4 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |