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 | $974,457 | $211,239+361.3% | $178,528+445.8% | $145,877+568.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.62% | 30.22%-15.6pp | 27.11%-12.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $10,488 | $4,570+129.5% | $3,950+165.5% | $4,663+124.9% |
| Participant deferral / active EE | $9,162 | $6,963+31.6% | $6,278+45.9% | $6,691+36.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |