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 | $801,678 | $96,678+729.2% | $86,640+825.3% | $139,466+474.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.01% | 106.69%-83.7pp | 592.52%-569.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $28,875 | $3,265+784.3% | $3,024+854.8% | $4,754+507.4% |
| Participant deferral / active EE | $19,500 | $4,837+303.2% | $4,438+339.4% | $6,712+190.5% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |