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 | $274,257 | $135,956+101.7% | $123,894+121.4% | $273,972+0.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.79% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $4,837 | $5,170-6.4% | $4,617+4.8% | $4,869-0.7% |
| Participant deferral / active EE | $8,650 | $6,343+36.4% | $5,984+44.6% | $5,287+63.6% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |