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 | $428,160 | $176,838+142.1% | $146,685+191.9% | $167,518+155.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.06% | 24.04%-10.0pp | 22.75%-8.7pp | 478.71%-464.6pp |
| Employer contribution / active EE | $8,889 | $5,161+72.2% | $4,137+114.9% | $4,838+83.7% |
| Participant deferral / active EE | $10,111 | $6,441+57.0% | $5,507+83.6% | $6,342+59.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |