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 | $2,161,023 | $166,020+1201.7% | $164,866+1210.8% | $145,959+1380.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 97.70% | 100.08%-2.4pp | 69.97%+27.7pp | 561.95%-464.3pp |
| Employer contribution / active EE | $9,175 | $5,275+73.9% | $4,343+111.3% | $4,661+96.8% |
| Participant deferral / active EE | $20,167 | $6,961+189.7% | $6,033+234.3% | $6,689+201.5% |
| Admin fee / account holder | $114 | $16,644-99.3% | $12,689-99.1% | $13,398-99.1% |