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 | $81,358+1314.3% | $155,556+639.7% | $80,959+1321.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.00% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $27,212 | $3,106+776.0% | $4,675+482.0% | $2,757+886.9% |
| Participant deferral / active EE | $16,548 | $3,455+378.9% | $5,631+193.9% | $4,300+284.8% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |