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 | $160,040+388.6% | $147,096+431.6% | $145,877+436.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 26.17% | 98.49%-72.3pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $5,772 | $5,289+9.1% | $4,936+16.9% | $4,663+23.8% |
| Participant deferral / active EE | $13,834 | $8,429+64.1% | $8,071+71.4% | $6,691+106.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |