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 | $999,772 | $159,978+524.9% | $147,041+579.9% | $145,978+584.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.77% | 98.36%-66.6pp | 419.21%-387.4pp | 550.52%-518.7pp |
| Employer contribution / active EE | $11,259 | $5,288+112.9% | $4,935+128.1% | $4,662+141.5% |
| Participant deferral / active EE | $16,642 | $8,429+97.4% | $8,071+106.2% | $6,690+148.8% |
| Admin fee / account holder | $17 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |