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 | $1,071,648 | $175,257+511.5% | $149,717+615.8% | $139,456+668.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.32% | 166.70%-136.4pp | 134.41%-104.1pp | 373.45%-343.1pp |
| Employer contribution / active EE | $38,679 | $5,477+606.2% | $4,820+702.5% | $4,753+713.8% |
| Participant deferral / active EE | $24,107 | $6,521+269.7% | $5,682+324.3% | $6,711+259.2% |
| Admin fee / account holder | $143 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |