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 | $725,172 | $176,077+311.8% | $159,455+354.8% | $167,518+332.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.66% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $19,792 | $5,298+273.6% | $4,830+309.7% | $4,838+309.0% |
| Participant deferral / active EE | $12,079 | $7,751+55.8% | $7,353+64.3% | $6,342+90.5% |
| Admin fee / account holder | $122 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |