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 | $756,871 | $196,972+284.3% | $182,262+315.3% | $198,609+281.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.05% | 158.27%-142.2pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $46,000 | $5,364+757.6% | $5,046+811.7% | $5,055+809.9% |
| Participant deferral / active EE | $14,303 | $8,643+65.5% | $8,276+72.8% | $6,977+105.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |