Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $992,298 | $156,398+534.5% | $147,318+573.6% | $138,895+614.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.02% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $31,333 | $4,853+545.6% | $4,593+582.2% | $4,194+647.1% |
| Participant deferral / active EE | $26,000 | $8,237+215.6% | $7,906+228.8% | $6,396+306.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |