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 | $606,779 | $209,422+189.7% | $178,503+239.9% | $158,982+281.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.91% | 188.81%-152.9pp | 151.12%-115.2pp | 302.99%-267.1pp |
| Employer contribution / active EE | $9,747 | $5,707+70.8% | $5,011+94.5% | $4,763+104.6% |
| Participant deferral / active EE | $3,671 | $5,955-38.4% | $5,202-29.4% | $5,983-38.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |