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 | $1,238,261 | $217,427+469.5% | $185,837+566.3% | $167,518+639.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.27% | 148.39%-128.1pp | 122.08%-101.8pp | 478.71%-458.4pp |
| Employer contribution / active EE | $38,500 | $5,874+555.4% | $5,168+645.0% | $4,838+695.7% |
| Participant deferral / active EE | $22,423 | $6,357+252.7% | $5,568+302.7% | $6,342+253.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |