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 | $1,153,136 | $185,883+520.4% | $170,043+578.1% | $139,466+726.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.62% | 60.54%-35.9pp | 53.40%-28.8pp | 373.66%-349.0pp |
| Employer contribution / active EE | $42,324 | $7,596+457.2% | $6,790+523.3% | $4,754+790.3% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |