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 | $590,567 | $211,224+179.6% | $178,505+230.8% | $145,897+304.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.47% | 30.28%-18.8pp | 27.16%-15.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,364 | $4,577-26.5% | $3,955-14.9% | $4,663-27.9% |
| Participant deferral / active EE | $16,013 | $6,966+129.9% | $6,280+155.0% | $6,689+139.4% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |