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 | $782,930 | $175,259+346.7% | $149,723+422.9% | $139,487+461.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 14.78% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $11,304 | $5,478+106.3% | $4,821+134.4% | $4,755+137.7% |
| Participant deferral / active EE | $10,218 | $6,522+56.7% | $5,682+79.8% | $6,713+52.2% |
| Admin fee / account holder | $59 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |