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 | $1,632,725 | $217,432+650.9% | $185,849+778.5% | $167,536+874.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.03% | 148.42%-123.4pp | 122.10%-97.1pp | 478.82%-453.8pp |
| Employer contribution / active EE | $15,023 | $5,875+155.7% | $5,169+190.7% | $4,839+210.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $100 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |