Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $644,680 | $88,815+625.9% | $81,882+687.3% | $145,897+341.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.96% | 1033.75%-1023.8pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $14,876 | $3,086+382.0% | $2,916+410.2% | $4,663+219.0% |
| Participant deferral / active EE | $12,188 | $4,647+162.3% | $4,323+181.9% | $6,689+82.2% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |