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 | $1,090,816 | $169,356+544.1% | $129,406+742.9% | $145,897+647.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.45% | 14418.62%-14397.2pp | 9468.18%-9446.7pp | 552.29%-530.8pp |
| Employer contribution / active EE | $25,876 | $5,542+366.9% | $4,155+522.7% | $4,663+455.0% |
| Participant deferral / active EE | $18,505 | $4,987+271.1% | $4,167+344.0% | $6,689+176.6% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |