Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,219,582 | $210,698+478.8% | $178,014+585.1% | $145,959+735.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.47% | 386.27%-367.8pp | 294.80%-276.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $46,000 | $4,567+907.2% | $3,950+1064.6% | $4,661+887.0% |
| Participant deferral / active EE | $23,000 | $6,958+230.5% | $6,276+266.5% | $6,689+243.9% |
| Admin fee / account holder | $100 | $12,016-99.2% | $10,362-99.0% | $13,398-99.3% |