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 | $3,182,314 | $201,259+1481.2% | $184,200+1627.6% | $145,959+2080.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 56.67% | 28.98%+27.7pp | 28.80%+27.9pp | 561.95%-505.3pp |
| Employer contribution / active EE | $5,200 | $7,018-25.9% | $6,424-19.1% | $4,661+11.6% |
| Participant deferral / active EE | $19,000 | $9,806+93.8% | $9,132+108.1% | $6,689+184.1% |
| Admin fee / account holder | $8 | $16,372-100.0% | $13,907-99.9% | $13,398-99.9% |