Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $295,076 | $254,759+15.8% | $216,567+36.3% | $198,609+48.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.77% | 10.04%+7.7pp | 12.94%+4.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $4,626 | $6,096-24.1% | $5,216-11.3% | $5,055-8.5% |
| Participant deferral / active EE | $11,293 | $6,948+62.5% | $6,191+82.4% | $6,977+61.9% |
| Admin fee / account holder | $237 | $26,311-99.1% | $21,981-98.9% | $19,030-98.8% |