Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $269,579 | $201,264+33.9% | $184,185+46.4% | $145,978+84.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.44% | 29.00%-10.6pp | 28.81%-10.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $27,497 | $7,021+291.7% | $6,426+327.9% | $4,662+489.8% |
| Participant deferral / active EE | $13,322 | $9,806+35.8% | $9,132+45.9% | $6,690+99.1% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |