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 | $380,991 | $76,608+397.3% | $56,077+579.4% | $145,877+161.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 3009.59%-2998.5pp | 1709.28%-1698.1pp | 551.28%-540.2pp |
| Employer contribution / active EE | $15,100 | $1,382+992.9% | $1,040+1351.4% | $4,663+223.8% |
| Participant deferral / active EE | $14,961 | $2,624+470.1% | $1,954+665.7% | $6,691+123.6% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |