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 | $1,104,396 | $183,539+501.7% | $155,556+610.0% | $145,897+657.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.50% | 61.31%-37.8pp | 64.84%-41.3pp | 552.29%-528.8pp |
| Employer contribution / active EE | $16,714 | $5,315+214.4% | $4,675+257.5% | $4,663+258.5% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,631+261.1% | $6,689+204.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |