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 | $1,126,195 | $202,342+456.6% | $172,752+551.9% | $152,897+636.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.98% | 1029.83%-999.8pp | 802.97%-773.0pp | 345.43%-315.4pp |
| Employer contribution / active EE | $31,771 | $5,858+442.4% | $5,144+517.6% | $4,764+567.0% |
| Participant deferral / active EE | $17,347 | $5,948+191.6% | $5,198+233.7% | $5,851+196.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |