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 | $259,513 | $153,311+69.3% | $109,313+137.4% | $273,972-5.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.06% | 29.86%-21.8pp | 22.07%-14.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $18,966 | $5,619+237.5% | $3,892+387.3% | $4,869+289.5% |
| Participant deferral / active EE | $11,957 | $3,932+204.1% | $3,166+277.6% | $5,287+126.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |