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 | $1,090,661 | $165,399+559.4% | $149,745+628.3% | $158,982+586.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.86% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $24,212 | $5,105+374.3% | $4,646+421.2% | $4,763+408.4% |
| Participant deferral / active EE | $10,821 | $7,183+50.6% | $6,843+58.1% | $5,983+80.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |