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 | $394,892 | $149,679+163.8% | $117,039+237.4% | $147,586+167.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 30.90% | 19.31%+11.6pp | 18.95%+11.9pp | 578.59%-547.7pp |
| Employer contribution / active EE | $9,117 | $4,937+84.7% | $3,785+140.9% | $4,876+87.0% |
| Participant deferral / active EE | $14,286 | $4,912+190.8% | $3,929+263.6% | $5,439+162.7% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |