Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $814,429 | $107,666+656.4% | $102,184+697.0% | $154,746+426.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.33% | 29.33%-7.0pp | 31.58%-9.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $10,000 | $3,846+160.0% | $3,594+178.3% | $4,379+128.4% |
| Participant deferral / active EE | $19,100 | $8,719+119.1% | $8,309+129.9% | $6,730+183.8% |
| Admin fee / account holder | $129 | $12,943-99.0% | $11,609-98.9% | $14,365-99.1% |