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 | $1,699,331 | $202,342+739.8% | $172,752+883.7% | $152,897+1011.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.40% | 1029.83%-1003.4pp | 802.97%-776.6pp | 345.43%-319.0pp |
| Employer contribution / active EE | $37,000 | $5,858+531.6% | $5,144+619.3% | $4,764+676.7% |
| Participant deferral / active EE | $24,000 | $5,948+303.5% | $5,198+361.7% | $5,851+310.2% |
| Admin fee / account holder | $33 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |