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 | $386,245 | $202,342+90.9% | $172,753+123.6% | $152,909+152.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.90% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $12,801 | $5,857+118.5% | $5,144+148.8% | $4,764+168.7% |
| Participant deferral / active EE | $8,419 | $5,948+41.5% | $5,198+62.0% | $5,851+43.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |