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 | $767,883 | $153,769+399.4% | $133,975+473.2% | $273,972+180.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.30% | 36.51%-29.2pp | 29.29%-22.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $23,857 | $6,029+295.7% | $5,211+357.8% | $4,869+390.0% |
| Participant deferral / active EE | $15,939 | $6,958+129.1% | $6,282+153.7% | $5,287+201.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |