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 | $292,299 | $150,447+94.3% | $136,298+114.5% | $147,586+98.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.27% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $19,629 | $5,256+273.4% | $4,696+318.0% | $4,876+302.5% |
| Participant deferral / active EE | $5,187 | $6,631-21.8% | $6,247-17.0% | $5,439-4.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |