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 | $1,461,114 | $167,533+772.1% | $151,645+863.5% | $134,545+986.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.52% | 7.81%-9.3pp | 3.34%-4.9pp | 418.37%-419.9pp |
| Employer contribution / active EE | $32,291 | $6,828+372.9% | $6,165+423.8% | $4,742+581.0% |
| Participant deferral / active EE | $18,000 | $8,985+100.3% | $8,363+115.2% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |