Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,216,030 | $223,823+443.3% | $211,142+475.9% | $154,746+685.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.69% | 50.39%-36.7pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $29,513 | $6,787+334.9% | $6,442+358.1% | $4,379+573.9% |
| Participant deferral / active EE | $32,875 | $9,750+237.2% | $9,284+254.1% | $6,730+388.5% |
| Admin fee / account holder | $4 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |