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 | $929,770 | $160,040+481.0% | $147,096+532.1% | $145,877+537.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.35% | 98.49%-79.1pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $9,846 | $5,289+86.2% | $4,936+99.5% | $4,663+111.2% |
| Participant deferral / active EE | $15,538 | $8,429+84.3% | $8,071+92.5% | $6,691+132.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |