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 | $1,925,342 | $209,847+817.5% | $189,520+915.9% | $167,518+1049.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.55% | 748.45%-734.9pp | 555.25%-541.7pp | 478.71%-465.2pp |
| Employer contribution / active EE | $10,501 | $6,913+51.9% | $6,161+70.4% | $4,838+117.0% |
| Participant deferral / active EE | $21,775 | $8,934+143.7% | $8,220+164.9% | $6,342+243.3% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |