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 | $716,913 | $213,785+235.3% | $185,441+286.6% | $155,188+362.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.06% | 19.97%-9.9pp | 20.16%-10.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,643 | $5,393-51.0% | $4,672-43.4% | $4,248-37.8% |
| Participant deferral / active EE | $5,012 | $6,864-27.0% | $6,152-18.5% | $6,531-23.3% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |