Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,104,588 | $201,259+448.8% | $184,200+499.7% | $145,959+656.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 28.98%-9.1pp | 28.80%-8.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $7,677 | $7,018+9.4% | $6,424+19.5% | $4,661+64.7% |
| Participant deferral / active EE | $20,809 | $9,806+112.2% | $9,132+127.9% | $6,689+211.1% |
| Admin fee / account holder | $1 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |