Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,704,003 | $167,323+918.4% | $143,770+1085.2% | $134,493+1167.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.08% | 0.47%-0.4pp | -0.04%+0.1pp | 418.01%-417.9pp |
| Employer contribution / active EE | $24,127 | $5,619+329.3% | $4,951+387.3% | $4,740+409.0% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,638+139.5% | $6,400+110.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |