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 | $1,249,394 | $176,077+609.6% | $159,455+683.5% | $167,518+645.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.68% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $28,920 | $5,298+445.9% | $4,830+498.7% | $4,838+497.7% |
| Participant deferral / active EE | $13,928 | $7,751+79.7% | $7,353+89.4% | $6,342+119.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |