Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,024,773 | $183,592+458.2% | $155,567+558.7% | $145,959+602.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.83% | 61.24%-43.4pp | 64.74%-46.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $20,700 | $5,315+289.5% | $4,674+342.9% | $4,661+344.1% |
| Participant deferral / active EE | $55,800 | $6,464+763.2% | $5,628+891.5% | $6,689+734.3% |
| Admin fee / account holder | $23 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |