Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $526,323 | $183,516+186.8% | $155,534+238.4% | $145,884+260.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.16% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $4,671 | $5,315-12.1% | $4,675-0.1% | $4,662+0.2% |
| Participant deferral / active EE | $5,958 | $6,467-7.9% | $5,630+5.8% | $6,690-10.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |