Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $352,974 | $201,344+75.3% | $184,243+91.6% | $145,877+142.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.16% | 29.01%-16.9pp | 28.82%-16.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $22,553 | $7,022+221.2% | $6,427+250.9% | $4,663+383.7% |
| Participant deferral / active EE | $26,791 | $9,807+173.2% | $9,132+193.4% | $6,691+300.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |