Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $440,221 | $156,927+180.5% | $121,169+263.3% | $139,456+215.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 1475.85%-1462.7pp | 986.71%-973.6pp | 373.45%-360.3pp |
| Employer contribution / active EE | $23,642 | $5,542+326.6% | $4,168+467.2% | $4,753+397.4% |
| Participant deferral / active EE | $17,831 | $4,848+267.8% | $4,083+336.8% | $6,711+165.7% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,645-99.6% | $11,407-99.8% |