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 | $976,413 | $155,555+527.7% | $146,866+564.8% | $155,188+529.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.30% | 115.41%-100.1pp | 102.85%-87.6pp | 148.84%-133.5pp |
| Employer contribution / active EE | $14,250 | $4,647+206.7% | $4,425+222.1% | $4,248+235.5% |
| Participant deferral / active EE | $26,063 | $8,044+224.0% | $7,759+235.9% | $6,531+299.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |