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 | $330,197 | $160,040+106.3% | $147,096+124.5% | $145,877+126.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.61% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $15,922 | $5,289+201.0% | $4,936+222.6% | $4,663+241.4% |
| Participant deferral / active EE | $13,571 | $8,429+61.0% | $8,071+68.1% | $6,691+102.8% |
| Admin fee / account holder | $157 | $15,050-99.0% | $13,005-98.8% | $13,402-98.8% |