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 | $2,401,872 | $217,432+1004.7% | $185,849+1192.4% | $167,536+1333.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.53% | 148.42%-121.9pp | 122.10%-95.6pp | 478.82%-452.3pp |
| Employer contribution / active EE | $29,000 | $5,875+393.6% | $5,169+461.1% | $4,839+499.3% |
| Participant deferral / active EE | $6,406 | $6,357+0.8% | $5,569+15.0% | $6,342+1.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |