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 | $1,150,619 | $81,233+1316.4% | $155,567+639.6% | $80,874+1322.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.00% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $27,212 | $3,101+777.6% | $4,674+482.2% | $2,756+887.5% |
| Participant deferral / active EE | $16,548 | $3,452+379.4% | $5,628+194.0% | $4,297+285.1% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |