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 | $680,567 | $118,496+474.3% | $98,461+591.2% | $139,466+388.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.43% | 18.96%+1.5pp | 21.17%-0.7pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,213 | $3,611-11.0% | $3,049+5.4% | $4,754-32.4% |
| Participant deferral / active EE | $16,500 | $5,393+206.0% | $4,738+248.2% | $6,712+145.8% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |