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 | $383,746 | $93,064+312.3% | $74,577+414.6% | $273,972+40.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.72% | 26.18%-18.5pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $19,698 | $3,160+523.4% | $2,525+680.1% | $4,869+304.6% |
| Participant deferral / active EE | $12,000 | $4,160+188.4% | $3,458+247.0% | $5,287+127.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |