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 | $1,093,898 | $136,860+699.3% | $120,344+809.0% | $154,746+606.9% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 18.61% | 21.38%-2.8pp | 20.30%-1.7pp | 172.34%-153.7pp |
| Employer contribution / active EE | $17,133 | $3,533+384.9% | $3,020+467.3% | $4,379+291.2% |
| Participant deferral / active EE | $14,604 | $5,793+152.1% | $5,135+184.4% | $6,730+117.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |