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 | $1,171,052 | $227,291+415.2% | $214,702+445.4% | $155,188+654.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.03% | 60.08%-48.0pp | 54.55%-42.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $18,000 | $6,772+165.8% | $6,461+178.6% | $4,248+323.8% |
| Participant deferral / active EE | $18,000 | $9,582+87.9% | $9,147+96.8% | $6,531+175.6% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |