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 | $159,934+596.2% | $147,005+657.4% | $145,959+662.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.94% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $24,169 | $5,287+357.1% | $4,934+389.8% | $4,661+418.5% |
| Participant deferral / active EE | $16,081 | $8,427+90.8% | $8,070+99.3% | $6,689+140.4% |
| Admin fee / account holder | $9 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |