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 | $332,164 | $171,867+93.3% | $149,721+121.9% | $147,586+125.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.03% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.6pp |
| Employer contribution / active EE | $12,244 | $6,275+95.1% | $5,444+124.9% | $4,876+151.1% |
| Participant deferral / active EE | $7,887 | $7,270+8.5% | $6,568+20.1% | $5,439+45.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |