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 | $809,445 | $160,070+405.7% | $147,117+450.2% | $145,897+454.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $32,501 | $5,285+515.0% | $4,932+558.9% | $4,663+597.0% |
| Participant deferral / active EE | $25,971 | $8,419+208.5% | $8,065+222.0% | $6,689+288.3% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |