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 | $885,732 | $217,432+307.4% | $185,851+376.6% | $167,553+428.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.59% | 148.43%-134.8pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $7,302 | $5,874+24.3% | $5,168+41.3% | $4,840+50.9% |
| Participant deferral / active EE | $7,502 | $6,357+18.0% | $5,569+34.7% | $6,343+18.3% |
| Admin fee / account holder | $48 | $19,820-99.8% | $16,245-99.7% | $12,316-99.6% |