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 | $797,067 | $228,352+249.1% | $185,835+328.9% | $158,966+401.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.78% | 40.81%-33.0pp | 35.96%-28.2pp | 302.95%-295.2pp |
| Employer contribution / active EE | $26,569 | $4,967+435.0% | $4,087+550.0% | $4,762+457.9% |
| Participant deferral / active EE | $19,750 | $6,416+207.8% | $5,633+250.6% | $5,983+230.1% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |