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 | $384,678 | $96,691+297.8% | $86,656+343.9% | $139,487+175.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.54% | 106.87%-91.3pp | 593.09%-577.6pp | 373.84%-358.3pp |
| Employer contribution / active EE | $10,572 | $3,267+223.6% | $3,025+249.4% | $4,755+122.4% |
| Participant deferral / active EE | $14,622 | $4,838+202.3% | $4,439+229.4% | $6,713+117.8% |
| Admin fee / account holder | $38 | $6,414-99.4% | $5,619-99.3% | $11,407-99.7% |