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 | $715,713 | $181,062+295.3% | $158,223+352.3% | $155,188+361.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.22% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $12,455 | $4,565+172.9% | $4,109+203.1% | $4,248+193.2% |
| Participant deferral / active EE | $8,192 | $6,134+33.5% | $5,467+49.8% | $6,531+25.4% |
| Admin fee / account holder | $156 | $18,825-99.2% | $16,047-99.0% | $14,480-98.9% |