Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $556,007 | $156,927+254.3% | $121,169+358.9% | $139,456+298.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.47% | 1475.85%-1459.4pp | 986.71%-970.2pp | 373.45%-357.0pp |
| Employer contribution / active EE | $40,000 | $5,542+621.8% | $4,168+859.7% | $4,753+741.6% |
| Participant deferral / active EE | $10,000 | $4,848+106.3% | $4,083+144.9% | $6,711+49.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |