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 | $942,627 | $196,972+378.6% | $182,262+417.2% | $198,609+374.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.30% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $18,269 | $5,364+240.6% | $5,046+262.1% | $5,055+261.4% |
| Participant deferral / active EE | $31,000 | $8,643+258.7% | $8,276+274.6% | $6,977+344.3% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |