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 | $259,217 | $104,577+147.9% | $76,667+238.1% | $152,909+69.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.49% | 1014.36%-994.9pp | 1166.74%-1147.2pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,175 | $3,119-30.3% | $2,303-5.6% | $4,764-54.3% |
| Participant deferral / active EE | $12,810 | $4,237+202.3% | $3,336+284.0% | $5,851+118.9% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |