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 | $395,988 | $175,212+126.0% | $149,682+164.6% | $139,427+184.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.82% | 166.63%-154.8pp | 134.35%-122.5pp | 373.27%-361.5pp |
| Employer contribution / active EE | $21,332 | $5,475+289.6% | $4,818+342.7% | $4,752+348.9% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $258 | $16,150-98.4% | $13,210-98.0% | $11,404-97.7% |