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 | $598,959 | $201,370+197.4% | $184,256+225.1% | $145,897+310.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 53.83% | 29.05%+24.8pp | 28.85%+25.0pp | 552.29%-498.5pp |
| Employer contribution / active EE | $4,503 | $7,024-35.9% | $6,427-29.9% | $4,663-3.4% |
| Participant deferral / active EE | $15,344 | $9,808+56.4% | $9,133+68.0% | $6,689+129.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |