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 | $389,242 | $150,447+158.7% | $136,298+185.6% | $147,586+163.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.63% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-556.0pp |
| Employer contribution / active EE | $21,143 | $5,256+302.2% | $4,696+350.3% | $4,876+333.6% |
| Participant deferral / active EE | $15,946 | $6,631+140.5% | $6,247+155.3% | $5,439+193.2% |
| Admin fee / account holder | $17 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |