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 | $265,683 | $160,059+66.0% | $140,019+89.7% | $135,379+96.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.35% | 911.44%-901.1pp | 651.15%-640.8pp | 519.79%-509.4pp |
| Employer contribution / active EE | $8,846 | $6,420+37.8% | $5,605+57.8% | $4,779+85.1% |
| Participant deferral / active EE | $11,246 | $7,641+47.2% | $6,927+62.4% | $5,609+100.5% |
| Admin fee / account holder | $172 | $13,328-98.7% | $10,705-98.4% | $10,828-98.4% |