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 | $1,033,392 | $152,587+577.2% | $125,175+725.6% | $152,870+576.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.66% | 54.84%-31.2pp | 43.79%-20.1pp | 345.34%-321.7pp |
| Employer contribution / active EE | $5,434 | $4,946+9.8% | $3,865+40.6% | $4,763+14.1% |
| Participant deferral / active EE | $16,400 | $5,868+179.5% | $4,937+232.2% | $5,850+180.3% |
| Admin fee / account holder | $286 | $13,434-97.9% | $9,702-97.1% | $11,597-97.5% |