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 | $279,829 | $150,447+86.0% | $136,298+105.3% | $147,586+89.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.76% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $7,611 | $5,256+44.8% | $4,696+62.1% | $4,876+56.1% |
| Participant deferral / active EE | $5,763 | $6,631-13.1% | $6,247-7.8% | $5,439+6.0% |
| Admin fee / account holder | $96 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |