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 | $590,923 | $254,759+132.0% | $216,567+172.9% | $198,609+197.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.11% | 10.04%+7.1pp | 12.94%+4.2pp | 202.70%-185.6pp |
| Employer contribution / active EE | $8,112 | $6,096+33.1% | $5,216+55.5% | $5,055+60.5% |
| Participant deferral / active EE | $23,500 | $6,948+238.2% | $6,191+279.6% | $6,977+236.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |