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 | $276,051 | $183,516+50.4% | $155,534+77.5% | $145,884+89.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.23% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,755 | $5,315-67.0% | $4,675-62.5% | $4,662-62.4% |
| Participant deferral / active EE | $17,042 | $6,467+163.5% | $5,630+202.7% | $6,690+154.7% |
| Admin fee / account holder | $14 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |