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 | $504,021 | $110,307+356.9% | $96,576+421.9% | $139,456+261.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 14.73% | 26.40%-11.7pp | 25.87%-11.1pp | 373.45%-358.7pp |
| Employer contribution / active EE | $25,570 | $3,619+606.5% | $2,965+762.4% | $4,753+438.0% |
| Participant deferral / active EE | $13,983 | $5,547+152.1% | $4,851+188.2% | $6,711+108.3% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |