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 | $361,008 | $202,342+78.4% | $172,752+109.0% | $152,897+136.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.22% | 1029.83%-1001.6pp | 802.97%-774.8pp | 345.43%-317.2pp |
| Employer contribution / active EE | $12,874 | $5,858+119.8% | $5,144+150.3% | $4,764+170.3% |
| Participant deferral / active EE | $6,921 | $5,948+16.4% | $5,198+33.2% | $5,851+18.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |