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 | $1,209,577 | $201,372+500.7% | $184,260+556.5% | $145,884+729.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $25,240 | $7,024+259.4% | $6,427+292.7% | $4,662+441.4% |
| Participant deferral / active EE | $17,980 | $9,808+83.3% | $9,133+96.9% | $6,690+168.8% |
| Admin fee / account holder | $27 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |