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 | $633,813 | $126,661+400.4% | $113,397+458.9% | $138,895+356.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.60% | 25.05%-8.5pp | 23.20%-6.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $28,401 | $3,456+721.7% | $2,977+853.9% | $4,194+577.1% |
| Participant deferral / active EE | $17,436 | $5,693+206.3% | $5,076+243.5% | $6,396+172.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |