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 | $837,776 | $167,522+400.1% | $151,639+452.5% | $134,532+522.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.68% | 7.81%-25.5pp | 3.34%-21.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $15,581 | $6,828+128.2% | $6,165+152.7% | $4,741+228.6% |
| Participant deferral / active EE | $15,810 | $8,986+75.9% | $8,363+89.0% | $6,401+147.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |