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 | $594,265 | $56,060+960.1% | $76,002+681.9% | $80,874+634.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.67% | 20.54%-5.9pp | 360.07%-345.4pp | 35.62%-20.9pp |
| Employer contribution / active EE | $32,697 | $1,873+1645.3% | $2,688+1116.3% | $2,756+1086.6% |
| Participant deferral / active EE | $14,516 | $3,051+375.7% | $4,257+241.0% | $4,297+237.8% |
| Admin fee / account holder | $156 | $5,237-97.0% | $6,414-97.6% | $6,935-97.7% |