Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,286,375 | $167,352+668.7% | $143,788+794.6% | $134,509+856.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.85% | 0.47%-1.3pp | -0.03%-0.8pp | 418.13%-419.0pp |
| Employer contribution / active EE | $42,500 | $5,620+656.2% | $4,952+758.3% | $4,741+796.5% |
| Participant deferral / active EE | $2,167 | $6,447-66.4% | $5,638-61.6% | $6,400-66.1% |
| Admin fee / account holder | $34 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |