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 | $1,932,502 | $108,942+1673.9% | $100,415+1824.5% | $145,897+1224.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 58.27%-46.4pp | 49.47%-37.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,585 | $4,422-41.6% | $3,943-34.5% | $4,663-44.6% |
| Participant deferral / active EE | $15,250 | $8,461+80.2% | $8,091+88.5% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |