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 | $652,803 | $100,841+547.4% | - | $167,518+289.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 11.96% | 15.60%-3.6pp | - | 478.71%-466.8pp |
| Employer contribution / active EE | $8,866 | $3,097+186.3% | - | $4,838+83.2% |
| Participant deferral / active EE | $0 | $4,641-100.0% | - | $6,342-100.0% |
| Admin fee / account holder | $0 | $3,188-100.0% | - | $12,312-100.0% |