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 | $781,891 | $160,070+388.5% | $147,117+431.5% | $145,897+435.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 26.17% | 98.69%-72.5pp | 420.54%-394.4pp | 552.29%-526.1pp |
| Employer contribution / active EE | $5,772 | $5,285+9.2% | $4,932+17.0% | $4,663+23.8% |
| Participant deferral / active EE | $13,834 | $8,419+64.3% | $8,065+71.5% | $6,689+106.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |