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 | $756,885 | $168,635+348.8% | $147,617+412.7% | $125,389+503.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.11% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $13,730 | $6,252+119.6% | $5,564+146.7% | $4,866+182.2% |
| Participant deferral / active EE | $20,387 | $5,507+270.2% | $4,895+316.5% | $5,352+280.9% |
| Admin fee / account holder | $28 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |