Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $948,925 | $183,516+417.1% | $155,534+510.1% | $145,884+550.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 61.43%-40.4pp | 64.92%-43.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $48,594 | $5,315+814.3% | $4,675+939.5% | $4,662+942.3% |
| Participant deferral / active EE | $27,617 | $6,467+327.1% | $5,630+390.5% | $6,690+312.8% |
| Admin fee / account holder | $286 | $19,293-98.5% | $15,900-98.2% | $13,392-97.9% |