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 | $866,623 | $96,691+796.3% | $86,656+900.1% | $139,487+521.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.43% | 106.87%-91.4pp | 593.09%-577.7pp | 373.84%-358.4pp |
| Employer contribution / active EE | $28,500 | $3,267+772.4% | $3,025+842.0% | $4,755+499.4% |
| Participant deferral / active EE | $30,000 | $4,838+520.1% | $4,439+575.8% | $6,713+346.9% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |