Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $335,340 | $156,398+114.4% | $147,318+127.6% | $138,895+141.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.33% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $20,126 | $4,853+314.7% | $4,593+338.2% | $4,194+379.9% |
| Participant deferral / active EE | $18,385 | $8,237+123.2% | $7,906+132.5% | $6,396+187.4% |
| Admin fee / account holder | $10 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |