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 | $2,009,304 | $209,847+857.5% | $189,520+960.2% | $167,518+1099.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.02% | 748.45%-719.4pp | 555.25%-526.2pp | 478.71%-449.7pp |
| Employer contribution / active EE | $30,687 | $6,913+343.9% | $6,161+398.1% | $4,838+534.2% |
| Participant deferral / active EE | $11,067 | $8,934+23.9% | $8,220+34.6% | $6,342+74.5% |
| Admin fee / account holder | $42 | $14,295-99.7% | $12,046-99.7% | $12,312-99.7% |