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 | $298,600 | $171,867+73.7% | $149,721+99.4% | $147,586+102.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.84% | 2113.36%-2092.5pp | 1501.67%-1480.8pp | 578.59%-557.8pp |
| Employer contribution / active EE | $3,750 | $6,275-40.2% | $5,444-31.1% | $4,876-23.1% |
| Participant deferral / active EE | $6,037 | $7,270-17.0% | $6,568-8.1% | $5,439+11.0% |
| Admin fee / account holder | $76 | $13,799-99.5% | $11,282-99.3% | $10,886-99.3% |