Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,082,280 | $160,059+576.2% | $140,019+673.0% | $135,380+699.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 616.26% | 911.48%-295.2pp | 651.17%-34.9pp | 519.81%+96.5pp |
| Employer contribution / active EE | $25,283 | $6,420+293.8% | $5,605+351.1% | $4,779+429.1% |
| Participant deferral / active EE | $16,333 | $7,641+113.8% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |