Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $561,558 | $201,372+178.9% | $184,260+204.8% | $145,884+284.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.21% | 29.04%-5.8pp | 28.84%-5.6pp | 551.85%-528.6pp |
| Employer contribution / active EE | $2,046 | $7,024-70.9% | $6,427-68.2% | $4,662-56.1% |
| Participant deferral / active EE | $13,900 | $9,808+41.7% | $9,133+52.2% | $6,690+107.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |