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 | $686,646 | $176,105+289.9% | $159,474+330.6% | $167,536+309.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.35% | 331.91%-317.6pp | 263.68%-249.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $7,774 | $5,299+46.7% | $4,831+60.9% | $4,839+60.6% |
| Participant deferral / active EE | $10,781 | $7,751+39.1% | $7,353+46.6% | $6,342+70.0% |
| Admin fee / account holder | $44 | $12,559-99.6% | $10,802-99.6% | $12,315-99.6% |