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 | $457,537 | $227,399+101.2% | $189,758+141.1% | $198,609+130.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.46% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $11,641 | $5,526+110.6% | $4,767+144.2% | $5,055+130.3% |
| Participant deferral / active EE | $16,743 | $6,837+144.9% | $5,856+185.9% | $6,977+140.0% |
| Admin fee / account holder | $286 | $25,162-98.9% | $20,388-98.6% | $19,030-98.5% |