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 | $806,198 | $209,336+285.1% | $197,124+309.0% | $137,256+487.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.62% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $37,200 | $6,591+464.4% | $6,227+497.4% | $4,156+795.1% |
| Participant deferral / active EE | $22,770 | $9,614+136.8% | $9,135+149.3% | $6,407+255.4% |
| Admin fee / account holder | -$35 | $17,308-100.2% | $16,298-100.2% | $12,270-100.3% |