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 | $291,211 | $185,225+57.2% | $142,898+103.8% | $167,536+73.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 19.07% | 8558.12%-8539.0pp | 5639.64%-5620.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $8,463 | $5,607+50.9% | $4,146+104.1% | $4,839+74.9% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10 | $8,032-99.9% | $6,560-99.8% | $12,315-99.9% |