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 | $259,369 | $275,752-5.9% | $256,809+1.0% | $198,609+30.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.93% | 34.81%-22.9pp | 32.73%-20.8pp | 202.70%-190.8pp |
| Employer contribution / active EE | $9,657 | $7,721+25.1% | $7,263+33.0% | $5,055+91.0% |
| Participant deferral / active EE | $30,981 | $10,037+208.7% | $9,520+225.4% | $6,977+344.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |