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 | $1,339,488 | $183,516+629.9% | $155,534+761.2% | $145,884+818.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 61.43%-49.2pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $15,072 | $5,315+183.6% | $4,675+222.4% | $4,662+223.3% |
| Participant deferral / active EE | $21,809 | $6,467+237.3% | $5,630+287.3% | $6,690+226.0% |
| Admin fee / account holder | $28 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |