Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $518,232 | $223,823+131.5% | $211,142+145.4% | $154,746+234.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.90% | 50.39%-33.5pp | 46.84%-29.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $25,562 | $6,787+276.7% | $6,442+296.8% | $4,379+483.7% |
| Participant deferral / active EE | $14,417 | $9,750+47.9% | $9,284+55.3% | $6,730+114.2% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |