Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $625,041 | $160,028+290.6% | $147,080+325.0% | $145,884+328.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.74% | 98.60%-76.9pp | 420.17%-398.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $27,150 | $5,286+413.7% | $4,933+450.3% | $4,662+482.3% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $115 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |