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 | $287,729 | $202,463+42.1% | $169,397+69.9% | $139,487+106.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.59% | 532.64%-511.0pp | 406.23%-384.6pp | 373.84%-352.2pp |
| Employer contribution / active EE | $3,000 | $4,694-36.1% | $4,013-25.2% | $4,755-36.9% |
| Participant deferral / active EE | $16,875 | $6,941+143.1% | $6,223+171.2% | $6,713+151.4% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |