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 | $1,351,483 | $174,379+675.0% | $152,093+788.6% | $138,895+873.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.29% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $57,110 | $4,652+1127.7% | $4,175+1268.0% | $4,194+1261.6% |
| Participant deferral / active EE | $37,250 | $6,159+504.8% | $5,451+583.3% | $6,396+482.4% |
| Admin fee / account holder | $3 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |