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 | $634,269 | $202,342+213.5% | $172,752+267.2% | $152,897+314.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.38% | 1029.83%-1005.4pp | 802.97%-778.6pp | 345.43%-321.1pp |
| Employer contribution / active EE | $31,729 | $5,858+441.7% | $5,144+516.8% | $4,764+566.1% |
| Participant deferral / active EE | $19,554 | $5,948+228.7% | $5,198+276.2% | $5,851+234.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |