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 | $2,577,636 | $169,161+1423.8% | $129,295+1893.6% | $145,959+1666.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.74% | 14348.07%-14330.3pp | 9429.28%-9411.5pp | 561.95%-544.2pp |
| Employer contribution / active EE | $32,759 | $5,543+491.0% | $4,157+688.0% | $4,661+602.9% |
| Participant deferral / active EE | $20,333 | $4,989+307.5% | $4,169+387.7% | $6,689+204.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |