Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $404,043 | $138,312+192.1% | $122,979+228.5% | $155,188+160.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.12% | 22.06%-12.9pp | 20.12%-11.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $34,500 | $3,530+877.2% | $3,062+1026.6% | $4,248+712.2% |
| Participant deferral / active EE | $31,000 | $5,592+454.3% | $5,003+519.6% | $6,531+374.6% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |