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 | $1,189,789 | $198,457+499.5% | $170,435+598.1% | $147,586+706.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.75% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $22,436 | $6,183+262.9% | $5,432+313.0% | $4,876+360.1% |
| Participant deferral / active EE | $14,400 | $5,629+155.8% | $4,939+191.5% | $5,439+164.8% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,881-99.1% | $10,886-98.8% |