Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $484,865 | $169,356+186.3% | $129,406+274.7% | $145,897+232.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.88% | 14418.62%-14405.7pp | 9468.18%-9455.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $19,026 | $5,542+243.3% | $4,155+357.9% | $4,663+308.0% |
| Participant deferral / active EE | $16,472 | $4,987+230.3% | $4,167+295.3% | $6,689+146.2% |
| Admin fee / account holder | $131 | $9,915-98.7% | $7,689-98.3% | $13,390-99.0% |