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 | $451,029 | $169,356+166.3% | $129,406+248.5% | $145,897+209.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.78% | 14418.62%-14406.8pp | 9468.18%-9456.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $46,750 | $5,542+743.6% | $4,155+1025.1% | $4,663+902.7% |
| Participant deferral / active EE | $26,000 | $4,987+421.4% | $4,167+523.9% | $6,689+288.7% |
| Admin fee / account holder | $214 | $9,915-97.8% | $7,689-97.2% | $13,390-98.4% |