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 | $991,385 | $201,264+392.6% | $184,185+438.3% | $145,978+579.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 69.24% | 29.00%+40.2pp | 28.81%+40.4pp | 550.52%-481.3pp |
| Employer contribution / active EE | $8,400 | $7,021+19.6% | $6,426+30.7% | $4,662+80.2% |
| Participant deferral / active EE | $29,653 | $9,806+202.4% | $9,132+224.7% | $6,690+343.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |