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 | $344,394 | $150,446+128.9% | $136,297+152.7% | $147,585+133.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.51% | 1049.14%-1034.6pp | 5156.19%-5141.7pp | 578.58%-564.1pp |
| Employer contribution / active EE | $10,074 | $5,256+91.6% | $4,696+114.5% | $4,876+106.6% |
| Participant deferral / active EE | $20,000 | $6,631+201.6% | $6,247+220.1% | $5,439+267.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |