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 | $3,034,175 | $201,259+1407.6% | $184,200+1547.2% | $145,959+1978.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.84% | 28.98%-18.1pp | 28.80%-18.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $27,942 | $7,018+298.1% | $6,424+335.0% | $4,661+499.5% |
| Participant deferral / active EE | $3,750 | $9,806-61.8% | $9,132-58.9% | $6,689-43.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |