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 | $270,182 | $160,040+68.8% | $147,096+83.7% | $145,877+85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.14% | 98.49%-49.4pp | 419.75%-370.6pp | 551.28%-502.1pp |
| Employer contribution / active EE | $16,151 | $5,289+205.3% | $4,936+227.2% | $4,663+246.4% |
| Participant deferral / active EE | $17,340 | $8,429+105.7% | $8,071+114.8% | $6,691+159.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |