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 | $375,986 | $144,130+160.9% | $117,861+219.0% | $147,586+154.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.06% | 531.20%-516.1pp | 335.11%-320.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $18,990 | $4,897+287.8% | $3,786+401.5% | $4,876+289.4% |
| Participant deferral / active EE | $12,000 | $5,316+125.7% | $4,482+167.7% | $5,439+120.6% |
| Admin fee / account holder | $118 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |