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 | $623,929 | $183,988+239.1% | $162,177+284.7% | $152,897+308.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.25% | 150.79%-122.5pp | 115.60%-87.4pp | 345.43%-317.2pp |
| Employer contribution / active EE | $14,709 | $6,370+130.9% | $5,613+162.0% | $4,764+208.8% |
| Participant deferral / active EE | $13,575 | $8,032+69.0% | $7,297+86.0% | $5,851+132.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |