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 | $664,927 | $202,342+228.6% | $172,753+284.9% | $152,909+334.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 169.01% | 1029.88%-860.9pp | 803.00%-634.0pp | 345.46%-176.5pp |
| Employer contribution / active EE | $10,000 | $5,857+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $13,800 | $5,948+132.0% | $5,198+165.5% | $5,851+135.8% |
| Admin fee / account holder | $177 | $17,112-99.0% | $13,956-98.7% | $11,601-98.5% |