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 | $256,820 | $98,240+161.4% | $82,313+212.0% | $147,585+74.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 24.05% | 30.85%-6.8pp | 25.88%-1.8pp | 578.57%-554.5pp |
| Employer contribution / active EE | $3,492 | $3,192+9.4% | $2,428+43.8% | $4,876-28.4% |
| Participant deferral / active EE | $9,622 | $4,383+119.5% | $3,706+159.6% | $5,439+76.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |