Sign up free to preview peer percentile detail
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 | $1,340,582 | $177,156+656.7% | $147,027+811.8% | $154,746+766.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.98% | 21.94%-1.0pp | 20.23%+0.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $4,875 | $4,336+12.4% | $3,626+34.4% | $4,379+11.3% |
| Participant deferral / active EE | $16,438 | $5,797+183.6% | $4,933+233.2% | $6,730+144.2% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |