Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,068,575 | $160,028+1192.6% | $147,080+1306.4% | $145,884+1318.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.72% | 98.60%-71.9pp | 420.17%-393.5pp | 551.85%-525.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $58,000 | $8,422+588.7% | $8,066+619.0% | $6,690+767.0% |
| Admin fee / account holder | $19 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |