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 | $843,751 | $213,785+294.7% | $185,441+355.0% | $155,188+443.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 24.87% | 19.97%+4.9pp | 20.16%+4.7pp | 148.84%-124.0pp |
| Employer contribution / active EE | $17,077 | $5,393+216.7% | $4,672+265.5% | $4,248+302.0% |
| Participant deferral / active EE | $8,950 | $6,864+30.4% | $6,152+45.5% | $6,531+37.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |