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 | $406,788 | $81,763+397.5% | $58,561+594.6% | $139,466+191.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.93% | 7427.77%-7415.8pp | 4251.33%-4239.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $16,422 | $1,398+1074.6% | $1,053+1458.9% | $4,754+245.4% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |