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 | $261,003 | $171,867+51.9% | $149,716+74.3% | $147,585+76.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.90% | 2113.36%-2091.5pp | 1501.67%-1479.8pp | 578.58%-556.7pp |
| Employer contribution / active EE | $8,910 | $6,275+42.0% | $5,444+63.7% | $4,876+82.7% |
| Participant deferral / active EE | $16,546 | $7,270+127.6% | $6,568+151.9% | $5,439+204.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |