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 | $1,175,380 | $197,637+494.7% | $177,848+560.9% | $158,982+639.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.93% | 58.77%-43.8pp | 48.33%-33.4pp | 302.99%-288.1pp |
| Employer contribution / active EE | $15,683 | $6,698+134.1% | $5,919+165.0% | $4,763+229.3% |
| Participant deferral / active EE | $18,654 | $8,405+121.9% | $7,714+141.8% | $5,983+211.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |