Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $1,052,181 | $148,629+607.9% | $135,982+673.8% | $139,487+654.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.42% | 79.33%-56.9pp | 68.32%-45.9pp | 373.84%-351.4pp |
| Employer contribution / active EE | $9,279 | $5,247+76.9% | $4,859+91.0% | $4,755+95.2% |
| Participant deferral / active EE | $25,044 | $8,102+209.1% | $7,760+222.7% | $6,713+273.1% |
| Admin fee / account holder | $63 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |