Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $263,973 | $155,555+69.7% | $146,866+79.7% | $155,188+70.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 17.54% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,957 | $4,647-36.4% | $4,425-33.2% | $4,248-30.4% |
| Participant deferral / active EE | $8,323 | $8,044+3.5% | $7,759+7.3% | $6,531+27.4% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |