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 | $575,671 | $162,967+253.2% | $135,792+323.9% | $138,895+314.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 13.23% | 30.08%-16.8pp | 25.96%-12.7pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,050 | $4,211-3.8% | $3,496+15.9% | $4,194-3.4% |
| Participant deferral / active EE | $18,250 | $5,640+223.6% | $4,759+283.5% | $6,396+185.3% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |