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 | $439,437 | $201,344+118.3% | $184,243+138.5% | $145,877+201.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 23.07% | 29.01%-5.9pp | 28.82%-5.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $29,494 | $7,022+320.0% | $6,427+358.9% | $4,663+532.5% |
| Participant deferral / active EE | $18,250 | $9,807+86.1% | $9,132+99.8% | $6,691+172.8% |
| Admin fee / account holder | $146 | $16,382-99.1% | $13,914-98.9% | $13,402-98.9% |