Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,094,607 | $162,136+575.1% | $152,301+618.7% | $154,746+607.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $26,176 | $4,890+435.3% | $4,624+466.0% | $4,379+497.8% |
| Participant deferral / active EE | $31,000 | $8,341+271.7% | $8,004+287.3% | $6,730+360.6% |
| Admin fee / account holder | $12 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |