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 | $476,777 | $160,040+197.9% | $147,096+224.1% | $145,877+226.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $30,146 | $5,289+469.9% | $4,936+510.8% | $4,663+546.5% |
| Participant deferral / active EE | $22,272 | $8,429+164.2% | $8,071+175.9% | $6,691+232.9% |
| Admin fee / account holder | $124 | $15,050-99.2% | $13,005-99.0% | $13,402-99.1% |