Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $678,547 | $107,806+529.4% | $90,655+648.5% | $135,382+401.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 3699.37% | -0.90%+3700.3pp | 1.89%+3697.5pp | 519.77%+3179.6pp |
| Employer contribution / active EE | $5,505 | $3,018+82.4% | $2,532+117.4% | $4,779+15.2% |
| Participant deferral / active EE | $16,700 | $3,872+331.3% | $3,425+387.7% | $5,609+197.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |