Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $778,133 | $169,361+359.5% | $129,397+501.4% | $145,877+433.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.93% | 14395.54%-14382.6pp | 9453.98%-9441.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $33,128 | $5,542+497.8% | $4,154+697.5% | $4,663+610.5% |
| Participant deferral / active EE | $17,833 | $4,987+257.6% | $4,167+327.9% | $6,691+166.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |