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 | $954,538 | $114,119+736.4% | $107,187+790.5% | $138,895+587.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 11.70% | 273.21%-261.5pp | 204.55%-192.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $27,483 | $4,059+577.1% | $3,782+626.6% | $4,194+555.2% |
| Participant deferral / active EE | $15,581 | $5,538+181.4% | $5,096+205.8% | $6,396+143.6% |
| Admin fee / account holder | $66 | $10,024-99.3% | $9,162-99.3% | $12,562-99.5% |