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 | $465,253 | $185,312+151.1% | $161,489+188.1% | $154,746+200.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.29% | 103.84%-80.6pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $10,979 | $4,769+130.2% | $4,268+157.2% | $4,379+150.7% |
| Participant deferral / active EE | $6,714 | $6,350+5.7% | $5,630+19.3% | $6,730-0.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |