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 | $838,887 | $162,136+417.4% | $152,301+450.8% | $154,746+442.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.75% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $12,444 | $4,890+154.5% | $4,624+169.1% | $4,379+184.2% |
| Participant deferral / active EE | $23,057 | $8,341+176.4% | $8,004+188.1% | $6,730+242.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |