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 | $1,282,977 | $169,356+657.6% | $129,406+891.4% | $145,897+779.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.60% | 14418.62%-14407.0pp | 9468.18%-9456.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $10,313 | $5,542+86.1% | $4,155+148.2% | $4,663+121.2% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |