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 | $400,570 | $135,956+194.6% | $123,894+223.3% | $273,972+46.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 4.43% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $5,579 | $5,170+7.9% | $4,617+20.8% | $4,869+14.6% |
| Participant deferral / active EE | $7,835 | $6,343+23.5% | $5,984+30.9% | $5,287+48.2% |
| Admin fee / account holder | $294 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |