Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $508,797 | $166,242+206.1% | $165,071+208.2% | $145,884+248.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.85% | 100.44%-84.6pp | 70.17%-54.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $14,604 | $5,283+176.4% | $4,347+235.9% | $4,662+213.2% |
| Participant deferral / active EE | $8,175 | $6,964+17.4% | $6,035+35.5% | $6,690+22.2% |
| Admin fee / account holder | $104 | $16,658-99.4% | $12,695-99.2% | $13,392-99.2% |