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 | $2,020,524 | $149,754+1249.2% | $118,934+1598.9% | $158,931+1171.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 31.78% | 19.95%+11.8pp | 35.88%-4.1pp | 302.86%-271.1pp |
| Employer contribution / active EE | $29,240 | $4,116+610.4% | $3,263+796.1% | $4,761+514.1% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,580-100.0% | $11,247-100.0% |