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 | $753,490 | $275,752+173.2% | $256,809+193.4% | $198,609+279.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.22% | 34.81%-22.6pp | 32.73%-20.5pp | 202.70%-190.5pp |
| Employer contribution / active EE | $4,248 | $7,721-45.0% | $7,263-41.5% | $5,055-16.0% |
| Participant deferral / active EE | $16,583 | $10,037+65.2% | $9,520+74.2% | $6,977+137.7% |
| Admin fee / account holder | $220 | $25,716-99.1% | $25,146-99.1% | $19,030-98.8% |