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 | $849,388 | $211,288+302.0% | $178,540+375.7% | $145,884+482.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.15% | 30.27%-1.1pp | 27.15%+2.0pp | 551.85%-522.7pp |
| Employer contribution / active EE | $3,263 | $4,574-28.7% | $3,953-17.5% | $4,662-30.0% |
| Participant deferral / active EE | $12,865 | $6,967+84.7% | $6,281+104.8% | $6,690+92.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |