Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,209,249 | $275,752+338.5% | $256,809+370.9% | $198,609+508.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.79% | 34.81%-15.0pp | 32.73%-12.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $18,102 | $7,721+134.5% | $7,263+149.2% | $5,055+258.1% |
| Participant deferral / active EE | $28,500 | $10,037+183.9% | $9,520+199.4% | $6,977+308.5% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |