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 | $762,643 | $113,941+569.3% | $94,229+709.4% | $125,389+508.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 7387.77% | 5.29%+7382.5pp | 10.68%+7377.1pp | 282.24%+7105.5pp |
| Employer contribution / active EE | $9,066 | $4,727+91.8% | $3,587+152.8% | $4,866+86.3% |
| Participant deferral / active EE | $4,800 | $5,179-7.3% | $4,320+11.1% | $5,352-10.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |