Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $815,283 | $167,504+386.7% | $151,628+437.7% | $134,509+506.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.98% | 7.81%-6.8pp | 3.34%-2.4pp | 418.13%-417.2pp |
| Employer contribution / active EE | $22,062 | $6,828+223.1% | $6,165+257.8% | $4,741+365.4% |
| Participant deferral / active EE | $14,401 | $8,985+60.3% | $8,363+72.2% | $6,400+125.0% |
| Admin fee / account holder | $63 | $13,779-99.5% | $11,613-99.5% | $11,427-99.5% |