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 | $1,038,035 | $154,228+573.1% | $145,433+613.8% | $137,256+656.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $14,954 | $4,804+211.3% | $4,554+228.3% | $4,156+259.8% |
| Participant deferral / active EE | $10,996 | $8,216+33.8% | $7,897+39.2% | $6,407+71.6% |
| Admin fee / account holder | $204 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |