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 | $1,189,475 | $165,399+619.2% | $149,745+694.3% | $158,982+648.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 15.24% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $17,228 | $5,105+237.5% | $4,646+270.8% | $4,763+261.7% |
| Participant deferral / active EE | $19,795 | $7,183+175.6% | $6,843+189.3% | $5,983+230.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |