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 | $1,091,622 | $111,787+876.5% | $93,681+1065.3% | $145,978+647.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.98% | 203.52%-190.5pp | 133.47%-120.5pp | 550.52%-537.5pp |
| Employer contribution / active EE | $10,020 | $3,093+223.9% | $2,422+313.7% | $4,662+114.9% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $43 | $10,256-99.6% | $8,290-99.5% | $13,400-99.7% |