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 | $549,344 | $171,865+219.6% | $149,718+266.9% | $147,585+272.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.71% | 2113.29%-2088.6pp | 1501.67%-1477.0pp | 578.56%-553.8pp |
| Employer contribution / active EE | $4,397 | $6,275-29.9% | $5,445-19.2% | $4,876-9.8% |
| Participant deferral / active EE | $13,111 | $7,270+80.3% | $6,569+99.6% | $5,439+141.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |