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 | $1,308,412 | $176,120+642.9% | $159,487+720.4% | $167,553+680.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 415.54% | 331.95%+83.6pp | 263.71%+151.8pp | 478.89%-63.3pp |
| Employer contribution / active EE | $3,780 | $5,299-28.7% | $4,831-21.8% | $4,840-21.9% |
| Participant deferral / active EE | $40,000 | $7,752+416.0% | $7,354+444.0% | $6,343+530.7% |
| Admin fee / account holder | $21 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |