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 | $339,418 | $150,447+125.6% | $136,298+149.0% | $147,586+130.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.62% | 1049.15%-1035.5pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $16,354 | $5,256+211.1% | $4,696+248.3% | $4,876+235.4% |
| Participant deferral / active EE | $19,901 | $6,631+200.1% | $6,247+218.6% | $5,439+265.9% |
| Admin fee / account holder | $133 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |