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 | $1,872,003 | $201,370+829.6% | $184,256+916.0% | $145,897+1183.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.70% | 29.05%-7.3pp | 28.85%-7.1pp | 552.29%-530.6pp |
| Employer contribution / active EE | $5,081 | $7,024-27.7% | $6,427-21.0% | $4,663+9.0% |
| Participant deferral / active EE | $34,500 | $9,808+251.8% | $9,133+277.7% | $6,689+415.8% |
| Admin fee / account holder | $63 | $16,364-99.6% | $13,899-99.6% | $13,390-99.5% |