Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $678,983 | $209,422+224.2% | $178,503+280.4% | $158,982+327.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.84% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $11,838 | $5,707+107.4% | $5,011+136.2% | $4,763+148.5% |
| Participant deferral / active EE | $18,750 | $5,955+214.9% | $5,202+260.4% | $5,983+213.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |