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 | $1,141,707 | $146,267+680.6% | $197,124+479.2% | $82,448+1284.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.18% | 29.61%-14.4pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,133 | $4,723+72.2% | $6,227+30.6% | $2,551+218.8% |
| Participant deferral / active EE | $23,100 | $7,035+228.4% | $9,135+152.9% | $4,139+458.1% |
| Admin fee / account holder | $8 | $14,422-99.9% | $16,298-99.9% | $7,234-99.9% |