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 | $1,298,217 | $160,070+711.0% | $147,117+782.4% | $145,897+789.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,288 | $5,285-18.9% | $4,932-13.1% | $4,663-8.0% |
| Participant deferral / active EE | $17,230 | $8,419+104.6% | $8,065+113.7% | $6,689+157.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |