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 | $460,021 | $150,447+205.8% | $136,298+237.5% | $147,586+211.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.57% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $19,600 | $5,256+272.9% | $4,696+317.4% | $4,876+301.9% |
| Participant deferral / active EE | $15,440 | $6,631+132.9% | $6,247+147.1% | $5,439+183.9% |
| Admin fee / account holder | $107 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |