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 | $1,113,468 | $160,070+595.6% | $147,117+656.9% | $145,897+663.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.94% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $24,169 | $5,285+357.3% | $4,932+390.0% | $4,663+418.3% |
| Participant deferral / active EE | $16,081 | $8,419+91.0% | $8,065+99.4% | $6,689+140.4% |
| Admin fee / account holder | $9 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |